Do You Have an Estate?

My business partner Shanna Tingom is a financial planner. She recently told me that one of her most frequently asked questions is, “What is the difference between a trust vs. an estate?” I actually hadn’t heard that one before.  Shanna then told me the usual follow-up statement is, “I don’t have an estate.” Let’s clear […]

Blended Families: The Importance of Estate Planning in Second Marriages

When it comes to estate planning, second marriages present unique challenges, particularly when both partners have children from previous relationships and enter the marriage with assets. However, you can meet the long-term needs of your blended families with the help of an experienced estate planner and open communication. Common Issues with Estate Planning in Second Marriages […]

Investing in Your Future: Annuities as Estate Planning Tools

  For anyone looking for a long-term investment with guaranteed lifetime income, annuities present a viable option. These financial tools offer a wide range of benefits, with numerous options and flexibility. It’s important to note that an annuity is not a short-term investment. If you’re looking for quick returns, an annuity is not the answer. […]

A Trust Without Assets = Very Expensive Paper

One thing that sets Cholewka Law apart from most other estate planning firms is that we automatically do trust funding as part of our trust package. What is that you ask? Let me tell you WHAT trust funding is, as well as WHY it is so important. Creating a trust is a two-step process. I […]

Funding Your Trust

Do you have an “empty” Trust? A Revocable Living Trust is the single most effective estate and disability planning tool. About 20% of Americans have invested in creating this valuable planning document and yet many of those do not follow through with the next important step and “fund” their trust. A trust is like an […]

Even With the Best Planning – Families Disagree

We have families in our office all of the time who are worried about will or trust contests after their death. Our answer, although harsh but is the truth, there is no way to keep someone from contesting your will or trust. The best we can do is to make it disadvantageous for someone to contest, […]

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