Harwell & PlantApr 244 minEstate PlanningWhat is a Pour-Over Will?A pour-over will is a simple document instructing that any assets you personally own at the time of your death be transferred to a trust.
Harwell & PlantMar 275 minLong-Term CareLong-Term Care Insurance or Self-fund?You are fortunate to have accumulated substantial wealth but are wondering if that is enough to pay for a potential Long-Term Care event.
Harwell & PlantFeb 76 minTrustsFive Effective Uses of a TrustThe type of trust you choose depends primarily on the objectives but also on the type of assets you intend to transfer to the trust.
Paul B. PlantJan 26, 20223 minH&PTips to Get Your Affairs in OrderIn these very uncertain times, we all are aware that death or disability can come upon us at any time. If we are not prepared for that,...
Paul B. PlantJul 6, 20163 minTrustsDo You Have a Difficult Family?A businessman with a $2.5 billion estate passed away in 1976. He was single and many individuals, mostly unrelated to him, filed more...
Paul B. PlantMay 10, 20163 minWillsThe Consequences of Dying Without A WillWhat will happen to my money and possessions if I die without a will? If you die without a will, what happens to your assets will be...
Paul B. PlantJan 25, 20162 minTrustsHow Long Is A Will Valid??The mere passage of time has no effect on the validity of the will. Individuals and families experience life changes every 2 to 5 years....