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At the law office of Joan A. Watters, our goal is to help you plan for your future and make the best decisions for your family and your assets.
Our motto is “Establishing a path to protect your assets, your legacy and your future.” When you engage us, we become your Estate Planning Team, and our objective is to design a tailored estate plan that protects your assets, serves your loved ones, avoids probate court, and provides you with peace of mind. Simply put; we help you plan for your future so that you and your loved ones can breathe easier. Please contact us today for a free consultation.
06/12/2017
Even the best plans can have their shortcomings. https://goo.gl/pIWTIk
Is Your Estate Plan Missing These 7 Action Steps? Most people, especially those with at least modest wealth, have engaged in some estate planning. Yet few people have complete plans. More likely than not, your estate plan is going to have gaps. There are plenty of anecdotes to support the statement, but there is also concrete evidence. I regularly ...
06/08/2017
Real estate developers and investors should look at incorporating irrevocable trusts in their estate plans. https://goo.gl/XmHOVY
The beauty of trusts for real estate investing clients For ultrawealthy clients who own property, an adviser's starting point should be an irrevocable trust. But you can't stop there.
Let’s look at several common asset types and what you should consider when naming beneficiaries. https://goo.gl/kfivpZ
Forbes Welcome Forbes Welcome page -- Forbes is a global media company, focusing on business, investing, technology, entrepreneurship, leadership, and lifestyle.
05/31/2017
Here are five things you need to do so your selfies won't outlive you. https://goo.gl/ZzIxQu
How to deal with your online accounts before you pass Ensure family and friends know what to do with your online accounts after you die.
05/29/2017
Today we pay tribute to those who have given their lives to protect our nation.
05/25/2017
A conservator will have many responsibilities when looking after a minor. https://goo.gl/RmQEem
What Does a Conservator Do for Your Kids After You Die? Your estate may have to nominate a conservator to manage your children's assets after your death, and it can be an ongoing, multi-year job.
05/23/2017
It's important to communicate estate planning intentions in a way that will prevent conflict and promote harmony. https://goo.gl/NBMTF9
Where There’s a Will, There’s a Way — if Loved Ones Can Find It Many Americans die without telling their family members where to find their wills or how their estates will be divided, a BMO report says.
Pet trusts provide descriptive information along with funding for the cost of their maintenance. https://goo.gl/NxqU4B
Forbes Welcome Forbes Welcome page -- Forbes is a global media company, focusing on business, investing, technology, entrepreneurship, leadership, and lifestyle.
05/14/2017
Thank you to everywhere!
05/10/2017
If you decide not to set up a trust, you still have options for your home. https://goo.gl/fTp8zx
An Overlooked Estate Planning Tool If You Don’t Have a Trust: The Life Estate In my experience, most people remember to do basic estate planning tasks like adding beneficiaries or a Transfer on Death designation to important financ...
05/08/2017
You can give to your favorite charity and still provide for your heirs -- it's a win-win! https://goo.gl/kzuXDV
Make Charitable Giving a Win-Win Part Of Your Wealth Plan At Yahoo Finance, you get free stock quotes, up-to-date news, portfolio management resources, international market data, social interaction and mortgage rates that help you manage your financial life.
05/03/2017
Here are 5 simple steps you can take to make life easier on your loved ones. https://goo.gl/jImVx3
You don't have to live in 'S-Town.' Five ways to bulletproof your estate plan Estate planning is more than creating a will. Here's what you can do to help yourself and your heirs.
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