The advantages and disadvantages of using Wills and Living Trusts

• How Probate Court works and why you may want to avoid it for your family

  • Protecting your heirs inheritance from lawsuits, divorce, and spend-thrifts

    • If the SECURE Act has potential impact on your overall financial plan

      • How Powers of Attorney work and don’t work

        • Why putting property in your children’s names may be a mistake

          • Best practices for naming retirement account and life insurance policy beneficiaries

            • Would you like to know what your attorney doesn’t want to tell you?