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Understanding and Determining your Testamentary Intent

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I truly believe that everyone needs a will and have provided reason after reason why you need to create a Last Will and Testament ASAP.  These reasons include:

Proper Distribution of Assets – Both in terms fo what you want and what is most efficient Guardianship Issues – Who is going to take care of

Continue reading Determining your Testamentary Intent and Avoiding Common Mistakes

Strange Will Bequests and Estate Plans

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Did you ever think your last wishes were weird or strange?  My mom wants Phantom of the Opera playing at her wake; luckily I talked her out of actually putting it in the Will I drafted for her.

My Last Will and Testament has certain provisions for hundreds, if not thousands, of glass coke bottles

Continue reading Strange Will Bequests and Estate Plans

The Wall Street Journal Agrees with Me! Trusts should be Built into Most Wills

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Way back in August of 2008 I wrote a Post about Simple Wills.  As you may recall (or just read when you clicked the link) a simple will is usually built as follows:

The problem with Simple Wills (again, as I indicated in 2008) is that don’t usually take care of certain items. 

Continue reading The Wall Street Journal Agrees with Me! Trusts should be Built into Most Wills

Top 10 Reasons You Need to Get a Will ASAP

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I found out that my dad is having major surgery in a couple weeks, so I had to ask…”Did he have a will, and would he like his son, who works with wills everyday, to make sure it follows his testamentary intent and is tax efficient?”  Well, I was shocked when he told me, he

Continue reading Top 10 Reasons You Need to Get a Will ASAP

Advantages of Using a Prepaid Credit Card

There are many benefits to using a prepaid credit card.  A prepaid credit, also known as a secured credit card  is defined by bank rate as a credit card that, “…requires a cash collateral deposit that becomes the credit line for that account.”

Continue reading Why Use a Prepaid Credit Card?