How to Protect Your Assets with a Well-Crafted Estate Plan

I have seen on many different occasions demonstrations on just how important a well-crafted estate plan is in protecting one's assets and ensuring a smooth transition of wealth to future generations. Unfortunately, many individuals neglect this crucial aspect of financial planning, leaving their loved ones vulnerable to unnecessary complications and disputes. In this blog post, [...]

By |2023-09-11T09:14:45-07:00August 25th, 2023|Asset Protection, Estate Planning, John Kenney, Probate & Trust Administration|Comments Off on How to Protect Your Assets with a Well-Crafted Estate Plan

Why Does Everyone Need At Least A Basic Will, Financial Power Of Attorney And Health Care Directives?

A basic estate plan typically includes a will, financial power of attorney, and health care directives. In this blog post, I will explain why everyone needs at least a basic estate plan from the perspective of an estate attorney. What is a Basic Estate Plan? A basic estate plan is a set of legal documents [...]

By |2023-05-30T11:14:00-07:00May 27th, 2023|Asset Protection, Estate Planning, John Kenney|Comments Off on Why Does Everyone Need At Least A Basic Will, Financial Power Of Attorney And Health Care Directives?

Why is a Revocable Living Trust good for probate avoidance?

Probate is the legal process of distributing a person's assets after their death. While probate can be a necessary step to ensure a person's assets are properly distributed, it can also be a time-consuming and costly process. This is why many people choose to use a revocable living trust as a probate avoidance strategy. As [...]

By |2023-05-30T11:11:54-07:00May 15th, 2023|Asset Protection, Estate Planning, John Kenney, Probate & Trust Administration|Comments Off on Why is a Revocable Living Trust good for probate avoidance?

How can a good financial power of attorney help avoid a guardianship process?

As an estate attorney, I often advise clients on the importance of creating a financial power of attorney as part of their estate plan. A financial power of attorney is a legal document that designates a trusted person (the agent) to manage your financial affairs in the event that you become incapacitated and are unable [...]

By |2023-05-30T11:10:41-07:00May 6th, 2023|Asset Protection, Estate Planning, John Kenney|Comments Off on How can a good financial power of attorney help avoid a guardianship process?
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