Written by Jim Worthington on May 10, 2017
Your family can start the next school year with a current estate plan.
If you are one of the many Americans without an up to date estate plan, why not make this the summer to change that? Why would you do this in the summer? Isn’t summer about travel…Read More
Written by Jim Worthington on April 30, 2017
Putting your affairs in order for retirement is a perfect reason to have a living or revocable trust. The ideas in this post also work if you have been diagnosed with an illness that will weaken your mind or body. Either way, taking these steps will simplify your financial life…Read More
Written by Jim Worthington on April 27, 2017
- don’t have kids under 18 or other special needs beneficiaries,
- don’t own property in more than one state, and
- don’t have a particular reason to keep your will private,
you don’t need a living or revocable trust.
This advice may be different than what you’ve read elsewhere on the internet….Read More