Preventative maintenance

Preventative maintenance

I bet you have some aspirin or Advil in the medicine cabinet, or maybe your favorite herbal tea will do the trick, if you are feeling under the weather.  Sounds like you are prepared.   What is your plan if the aspirin, advil and herbal tea don’t work?  What if you...

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Trust Funding

Trust Funding

I have been thinking about the estate plan that you created. It includes a revocable living trust. Most of time revocable living trusts are created to avoid probate and plan for disability. We talked about your beneficiaries during your planning sessions and decided...

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Do You Need a Trust?

Do You Need a Trust?

One of the first questions many clients ask is whether they need a trust. It's a great question, but it leads to another: What do you want your plan to accomplish? Let's begin with a brief discussion of what trusts are and how they work. Then we'll explore their...

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by Connie Aschenbrenner

 

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