How to use a general power of appointment. Cheers, Christopher Small Estate Planning Attorney PS – Click here to schedule a FREE strategy session with an estate planning attorney.
5 estate planning attorney red flags. Cheers, Christopher Small Estate Planning Attorney PS – Click here to schedule a FREE strategy session with an estate planning attorney.
Probate is easy… Cheers, Christopher Small Estate Planning Attorney PS – Click here to schedule a FREE strategy session with an estate planning attorney.
3 components of a valid will (plus a bonus!) Cheers, Christopher Small Estate Planning Attorney PS – Click here to schedule a FREE strategy session with an estate planning attorney.
What is a QTIP trust? Cheers, Christopher Small Estate Planning Attorney PS – Click here to schedule a FREE strategy session with an estate planning attorney.
What is probate and why do people want to avoid it? Cheers, Christopher Small Estate Planning Attorney PS – Click here to schedule a FREE strategy session with an estate planning attorney.
Happy Sunday! I thought I’d take today to dive into an example of how to use a life insurance trust that will be applicable to many of you and is EASY to implement. In our hypothetical, we have Jane and John. Jane and John have an estate totaling $8 million in assets. Of that estate, they each have a term life insurance policy for $1 million dollars (so a total of $2m in life insurance between the two of them)….
