Complete Estate Planning

Larry King recently died. He was worth estimated $144 million. Most of the assets are to be settled privately, un-contested, and safely through various trusts (that we will never know about. So why t…

After her “acting out” episodes that began in 2007 (including her randomly shaving off all her own hair), her father (Jamie Spears) applied to become her conservator, which was granted in 2008. Today…

I get this question ALL THE TIME. Whether you get a new job, get tired of cold weather, just retire, or want to be closer to the grandkids (that you probably like more than your kids), people need to…

Sometimes, you can’t avoid family fighting after you’re gone. You might even expect it. When that happens, many families sadly bury their heads in the sand and do nothing. They think they are helples…

Sadly, most attorneys view estate planning as a 1-time transaction. You give them money, they give you paperwork, that is it. Obviously this is a bad idea and can lead to trouble down the road. Nick …

After a loved one passes away, the days and weeks that follow after can be difficult and very emotional. You may feel overwhelmed with all of the things that now need to be taken care of and it's a p…

Everyone loves a deal. Saving money is great. We all know that you get what you pay for, but we’ll go behind the scenes of what it takes to get an estate plan prepared the right way. Then, we’ll exam…

Today we sit down with the founder of Companions on a Journey, Sheila Munafo-Kanoza. Shelia tells us about her personal story of dealing with loss and how these events led her to start this organizat…

On this episode, Nick takes on a difficult conversation of how blended families can plan for the future when it comes to their kids. He presents a number of different examples of situations couples c…

On this episode, we take a look at the estate planning of one of Nick's clients. This plan was completed 11 years ago, but unfortunately the client no longer has the mental capacity to make decisions…

We've all heard incredible stories of people that went from rags to riches and built their success from the ground up. But how should they pass along that wealth to their children, or family that hav…

No one is required to know about your plan. However, there are certain people that it is a good idea to inform them of certain aspects.. When it is time for your family and your decision-makers to st…

We've reiterated many times on this show how you want your estate planning to be done correctly, but there are still many companies out there that try to cut corners when it comes to putting your pla…

There are times in life that you may have to make a rushed decision and be able to perform under pressure. Your estate planning should be one of those rushed decisions. It's important to be able to m…

An estate plan is not something you can just set and forget about. The plan has to change when certain situations in your life get altered. Nick will talk about when you may want to make some tweaks …

ARAG is a popular legal insurance plan that has become popular among employers. At face value, this can seem like a great deal that will save you a lot of time and money. Nick will pull back the curt…

When it comes to estate planning, most people correlate it with older adults who have accumulated a lot of assets throughout their life. But estate planning is just as important for young adults too.…

Not all attorneys are created equal. Most are (hopefully) honest, hard-working, ethical people. Some might even know what the heck they are doing. However, there are numerous situations where you, th…

It is never easy to talk with your parents about their own affairs. After all, you are their child. However, people NEED to know certain things about their parents’ estate planning, especially if the…

Things obviously get pretty overwhelming when a new child comes into your family. Usually, parents end up dealing with the immediate needs of the new baby that are right in front of them. However, al…