We should all protect our families and our assets with legal documents like wills and trusts, but what are our essential needs and what can we do on our own to save on legal fees? Family financial and legal expert, Alexis Martin Neely, is the author of "Wear Clean Underwear: A Fast, Fun, Friendly and…
The following article is by author and Family Wealth Planning Institute founder Alexis Martin Neely: First of all, let me start by stating this as loudly and clearly as I possibly can. DO NOT PANIC! If you are an IndyMac depositor, there is no need for you to line up at the bank as many…
Here’s the lowdown on basic probate-avoiding living trusts. Ask people why they work hard and save their money, and often you’ll hear that it’s not only because they want to raise their own standard of living; they want to leave something behind for their children, too. Understandably, they don’t want a big chunk of that…
The (Claimed) Advantages of Probate These are the purported advantages to probate: The court protects the heirs and beneficiaries. Probate cuts off the claims of creditors after a specific period of time The transfer of title is a public record that prevents problems with title companies. Disputes are settled under the protection and guidance of…
Integrity Security & Investigation Services, Inc. (@isis2020 on twitter), has posted some key indicators that a spouse MAY be cheating on their blog in a great article. If any of the following occurs or if your spouse utters these phrases, warning bells should go off and you should consider hiring a private investigator: 1. “I’m…
"Caring for the needs and affairs of those incapable of caring for themselves" INTRODUCTION Is the formal appointment of a guardian by the Probate Court necessary to care for or conduct the affairs of an adult who has become incapacitated or disabled? The answer to this very important question, asked often by not only the…
Just enter your name and contact information into the form below and we'll send you your free report immediately, via email.
When it comes to estate planning, there are 5 ridiculous myths that could cause your plan to crumble and fall apart when your family needs it the most.
Whether you already have an estate plan or you have ZERO documents in place, this report will help you identify common myths and mistakes so that you can FIX any problems, make the right decisions and properly safeguard the people and things you love.
BEFORE YOU GO ONE STEP FURTHER WITH YOUR PLANNING….
Download this free special report from attorney Steve Worrall and discover:
• The most common reason why estate plans FAIL when families need them the most (…this can happen no matter how much you paid or how great your attorney was!)
• Why estate planning is not just for the rich or elderly, and the bare minimum documentation every adult over 18 needs in place
• Why your kids may still end up in the care of social services, even with guardians named, if something happens to you
• One common oversight that may force your estate into probate, even though you have a rock-solid trust in place
• Why your family may not be able to honor your most private health care wishes if something happens to you
• …and more!
Just fill in your information here to access your free copy now
"I've prepared this report for you as a free courtesy and a public service. There are no 'strings' attached--aside from wise strategies and a special certificate for our services."
Steve Worrall, Esq.
or Call Us: 770.425.6060
SPAM NOTICE: We hate spam like a snowman hates spring.We will never share, rent, or sell your contact information with any other company or person.
National Healthcare Decisions Day is on April 16th, and it’s an important reminder for every adult to let someone know their most private wishes about medial treatments and possible end-of-life care. Far too many people assume that their families would make the choices they would want in an emergency. Yet everyday we hear stories of…