Complimentary Special Reports
Estate Planning for a Second Marriage
Creating a trust for a blended family requires consideration of multiple factors like whether biological and step-children inherit equally, whether a spouse can disinherit step-kids and whether an ex-spouse can be a beneficiary. This report is essential for anyone preparing a will or trust after a divorce or remarriage.
Do-It-Yourself Wills & Trusts: An Inexpensive Option That’s a Costly Mistake
Online wills and trusts might seem like a cheap and easy solution, but they often create problems and don’t work out as planned. An incorrectly drafted will or trust can result in unnecessary taxes, probate, disinheritance and litigation. You need this report to avoid the pitfalls of a do-it-yourself estate plan.
Can Minors Inherit?-Protecting a Child with a Will or Trust
Estate planning is critical for parents with young children. This report explores the need to name a child in a will or trust and the importance of appointing a guardian for minor kids. You need this report if you have young children and want to learn how estate planning can protect the assets you want to leave them, and ensure that your wishes for their care are fulfilled.
Owning Property as Joint Tenants Can be Dangerous
Many people take title to an asset as “joint tenants” without knowing the legal consequences of doing so. This report exposes some of the common disasters that can result. You need this report if you presently hold title as a joint tenant or are contemplating creating a joint tenancy.
6 Tips to Avoid Probate
Probate court is time consuming, expensive, and emotionally draining. Get the answer to key questions like “Does a will avoid probate” and learn about the 5 common mistakes that cause probate. This report is a must read for people who want to preserve their estate and spare their loved ones the stress and cost of probate.