Living Trust and Estate Planning Hypothets Based on Actual Family Issues

ByJack Stephens

Estate Planning with Minor Children: Mick and Mona have 3 minor children ages 12, 10 and 8. Mick and Mona have been procrastinating about a Family Living Trust and Estate Plan. Mick has a 401k plan valued at $300,000 and a life insurance policy with a $500,000 death benefit designating Mona as his primary beneficiary…

Estate Planning 101

ByJack Stephens

Attention all procrastinators! We need to talk. There is something you have been putting off and don’t quite understand. Over the next thirteen weeks, we are going to be talking about Estate Planning. That’s right, the subject you’ve been postponing because it makes you face the reality of life, which includes aging, death and possibly,…