Live Your Life Without Financial Worry. Leave Your Estate Planning Matters to Sallen Law.

Blog Posts in December, 2014

All Posts
  • How to Leave Assets to Adult Children
    How to Leave Assets to Adult Children

    When considering how to leave assets to adult children, the first step is to decide how much each one should receive. Most parents want to treat their children fairly, but this doesn’t necessarily ...

    Read More
  • Use of a funded revocable trust in estate planning
    Use of a funded revocable trust in estate planning

    Funded revocable trusts can simplify and reduce the cost of managing your assets during your life and distributing them after your death. They can also shield your assets and their value from the ...

    Read More
  • Naming Account Beneficiaries
    Naming Account Beneficiaries

    As with many things, names have a lot of power. If you are trying to use beneficiary designations as a method of estate planning, please read this article. Why not just add a child or loved one to ...

    Read More
  • How to Choose a Trustee
    How to Choose a Trustee

    When you establish a trust, you name someone to be the trustee. A trustee basically does what you do right now with your financial affairs—collect income, pay bills and taxes, save and invest for the ...

    Read More
  • Strategies for Those Awkward Financial Discussions
    Strategies for Those Awkward Financial Discussions

    There may be people close to you (spouse, parents, children) who are practicing financial behaviors that are unproductive or destructive. You want to help them get back on track, but you don’t want to ...

    Read More