Bella Vista Lawyer for Wills – Estate Planning is About More Than Money!

EmotionalBenefitsOfEstatePlanning

Imagine how good you will feel when you finish your estate plan, knowing you’ve done all you can to protect your family, you, your rights, and your money the best way possible. It’s a feeling of relief that your family won’t have to shoulder the huge financial and emotional burdens of probate. Protecting money and […]

Bella Vista Estate Planning Attorney Talks About the 7 P’s of Estate Planning

You have 7 reasons to plan and you can think of them as the 7 P’s of estate planning. Property If you think you don’t have an estate, think again. Your house, land, cars, jewelry, 401(k), IRAs, CDs, bank accounts, insurance policies, and more are your property. Your property is your estate. Estate in law […]

Are you frozen in the headlights?

Paralysis by analysis is more common than you think.  What I mean is that people do too much research before they decide and take action. Do you need to understand how a watch works or tell time? You have insurance, but do you know the inner workings of the insurance industry?  Or do you just […]

The Government’s estate plan for you

What if I told you the Government already has written a default estate plan for you? If you don’t create your own plan, then their default plan will take over. Their plan involves court and is expensive. You also don’t get a say. ​​You probably won’t like the details of the Government’s plan. It’s not […]

14 Reasons You Need an Estate Plan (Video)

14 Reasons You Need an Estate Plan

Here are a 14 reasons you need an estate plan. When you hear the words “estate planning” you probably think about Wills and Trusts. Those are just the end products, not the reasons to plan. Those are 14 reasons you need an estate plan but not the only 14.

Why You Shouldn’t Name a Minor as Beneficiary (Video)

Why shouldn’t you name a minor as a life insurance beneficiary or retirement account? I’ve got to talk a young, distraught mother in a few days about that very question. Her 4 year old child’s father named the child as the beneficiary of his life insurance policy. Dad was trying to do the right thing, […]

Another Reason to Not Put Children on Your Deeds or Accounts [video]

When you put somebody else’s name on the deed or account their problems become your problems and that can cost you your home and money! Here’s another reason not to put your children on the deed or the bank accounts. I’ve spoken in the past of the dangers of putting your children’s name on the […]