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It is pretty common knowledge that over half of the U.S. Population does not have a will, or other estate plan in place. You have heard these statistics before, I am sure. You may also know people in this situation or can at least imagine yourself in this…
Learn moreIf you have taken that first step and decided to take charge and resolve to move forward with estate planning, you already know that a will is something everyone should have, Now that you have made the decision to get in the “driver’s seat”, so to speak, and…
Learn moreA guardianship is a legal arrangement in which a court appoints one person, the guardian, to look after another person, the ward. There are two types of guardianships: a guardianship of the person and a guardianship of the property (also known as a guardianship of the estate or…
Learn moreIn this episode of our YouTube and Ancher FM channel, The Solution Point, we spoke with financial expert and Partner of Custos Family Office, Juan I. Creixell. He gave us his three pronged strategy to revolutionize how we think of our cash we have on hand. He also…
Learn moreHave you ever heard of the phrase, “I need a firm grip on the situation first”? Or has someone ever told you they will do that thing they’ve been meaning to do once they have a “firm grasp” on what exactly they need to be doing in the…
Learn moreBlended families face unique estate planning challenges. In a blended family one or both spouses have children from prior marriages or relationships. They may also have children together from the current marriage. In the United States, about half of all marriages create blended families. A common estate plan…
Learn moreThe Democrats in Congress have recently put forth a proposal that could affect a lot of people with estate tax and related estate and gift tax issues. I want to go ahead and take the time to just kind of go over their proposal and some of the…
Learn moreAre you choosing an executor for your estate or has someone asked you to serve as an executor? Before making your decision, you’ll want to have a good understanding of what an executor, also called a personal representative, does. The executor is the person in charge of probating…
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