Donald Rolfe
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Most of us never saw the Covid-19 coming. We didn't anticipate schools, business, and government being shuttered. It just goes to show that the unexpected can and does happen. Personally, I'll be much better prepared in the event something lik
1. Not doing any estate planning. 2. Only planning for end of life. 3. Leaving decisions for splitting assets to someone else. https://www.myestateplanmeeting.com
With the run on TP, I got to thinking about how unprepared most people were for a lockdown. Having the essentials on hand is very important...from TP to your Estate Plan. https://www.myestateplanmeeting.com
Longtime couples that aren't married need to take into account different estate planning strategies than married couples. https://www.myestateplanmeeting.com
Creating an estate plan on your own is an option. However, creating an estate plan in the wrong way can cause major problems. This week I spoke to a man that feels (and is probably right) that his sister stole his parent's estate. https://www.m
When making a recommendation for a Trust-based over a Will-based estate plan...there are some facts that make a Trust a better fit. https://www.myestateplanmeeting.com
When you pass without an estate plan, it can make the probate process more difficult. On top of that you won't be the one deciding who get what. https://www.myestateplanmeeting.com
Story time about my first experience with a Revocable Living Trust and my client's mistaken belief that her trust made her judgment proof. https://www.myestateplanmeeting.com
We explored what a Power of Appointment is before - Check out Estate Planning Weekly Episode 26. This bonus episode explores how to give a Power of Appointment to your beneficiaries. www.myestateplanmeeting.com
One of the most common statements I hear is "I only need a simple Will." Here is why I don't do Simple Wills and why they are not your best option for an estate plan. https://www.myestateplanmeeting.com
Estate Plans are made up from many documents...each of those documents has a different requirement for being updated. https://www.myestateplanmeeting.com
1. To one person and expecting them to split it up. 2. One piece of real property to more than one person. 3. To beneficiaries that it will harm. https://www.myestateplanmeeting.com _ Don is the owner and founder of Northwest Legal Planning, L
We all know that Estate Planning is important...but is it urgent to get it done? Well, Estate Planning isn't urgent until it is. Once it is urgent it may be too late. https://www.myestateplanmeeting.com
1. Take an inventory of you assets and family. 2. Have a discussion and know what your goals are for your estate plan. 3. Write things down - your inventory, your questions, your goals, etc. https://www.myestateplanmeeting.com
Great question from a YouTube comment. There really aren't any disadvantages to putting assets into a Revocable Trust. Throughout your life you are free to move assets in and out of a Revocable Trust. Plus, whenever you want, you can revoke yo
Really there are two Number 1 Estate Planning Mistakes 1 - For people without an Estate Plan - Not having an Estate Plan, which can lead to many unintended consequences. 2 - For people with an Estate Plan - Getting your Estate Plan in place and
Failure to properly fund your trust is the biggest mistake you can make with a trust. Without proper funding your trust will not work the way that it should during your incapacity and after your death. https://www.myestateplanmeeting.com
We don't know exactly how much we will have in assets when we pass away. That fact leads some people to wonder how they can state in their estate plans how much each of their beneficiaries will get. We solve this problem by using percentages or
We never know what tomorrow is going to bring. Being prepared for the unexpected is a must, and a comprehensive estate plan is part of that preparation. I've been off-air for due to an unexpected illness. Please don't wait for things to go wron
How you will pass on your business is a very important part of Estate Planning. You have worked hard to build your business, and you deserve to make sure that value is passed on to your loved ones. https://www.myestateplanmeeting.com
Which is right for you and your family? Joint Revocable Trust For married couples only; generally fist time marriages; longterm marriages; lots of joint property; and a common distribution plan. Individual Revocable Trust Unmarried individuals,
If you don't have a comprehensive Estate Plan, an unfunded trust can be a really big problem. That comprehensive Estate Plan should include a Pour-Over Will just in case an asset isn't moved into your trust before you die. https://www
Both a Will and a Trust can be the cornerstone of your Estate Plan. However, they each operate at different times and in different ways. https://www.myestateplanmeeting.com
We use the word Spendthrift to describe Trusts and Beneficiaries. Essentially describing how we protect some beneficiaries from themselves. https://www.myestateplanmeeting.com
Moving to s new state can affect how your Estate Plan will work. Just like with having children and changes to your finances...when moving to a new state you need to review your Estate Plan. https://www.myestateplanmeeting.com
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