If you attend a workshop or meet with me individually, you will probably hear about the “school bus trust”. What is it? A “school bus trust” is a trust designed to protect the assets you are leaving to a spouse, child or other loved one, and...
I am often asked whether a living trust will protect assets from nursing home costs, lawsuits, or other risks. The general answer is “no.” A living trust is designed to help organize your assets and prepare for a time where you may face a disability or...
What doesn’t a Will accomplish? A will doesn’t avoid the probate court’s involvement. In fact, it guarantees a probate if you have a certain type or level of assets. Find out more about probate and why people want to avoid it here. A will...
Do you know you need a will but don’t know where to start? Is the thought of estate planning so overwhelming you give up before you begin? Do you know how old your will is? Are your kids as good with money as you are? Do you keep putting off for someday what you...
I went to U of I in Champaign-Urbana. Both undergrad and law school. A lot has changed since I left law school in 1995. Many new buildings, and tuition has gone way up. Do you know how much it will cost now for 4 years of undergrad, including tuition, books, room and...
It’s my job to use whatever tools will best get the job done for the client. What will work best to build the plan the client wants? Although it’s not the client’s job to understand all the tools that we use in the plan, most clients end up with a...
