Law Office of Robert M. Mansour

How Your Assets Will Pass Through Two Funnels

Should I Name My Kids on My Life Insurance Policies?

My colleague Dwight Wolfe is one of those financial advisors who serves his clients first. He does what's best for the client! I highly recommend Dwight for those who are looking for an advisor or those looking for a change!

Many thanks to Patti Handy (of Vance Wealth) for joining me and sharing "6 Life Lessons from a Financial Advisor." Patti shares her personal story and much more during this candid educational discussion...

Just got done with the Wills & Trusts seminar. I encourage those interested to visit Duncombe Financial to learn more about them. Here is a direct link to an amazing array of articles on various topics: https://www.duncombefinancial.com/resource-center/articles

FREE Wills & Trusts seminar this morning at 9:30 am via Zoom. Brought to you by Duncombe Financial (www.DuncombeFinancial.com) Here is the direct link for the presentation: https://zoom.us/j/91004600250... Meeting ID: 910 0460 0250 Passcode: 981430 The presentation will be followed by Q & A session. Total time is about 1 hour. Please join us.

Avoiding probate court is only part of the estate planning process: https://www.mansourlaw.com//avoiding-probate-court-is-only

After a car accident, is the insurance company going to reimburse you for car rental? https://www.valencialawyer.com//is-the-insurance-company-g

Being the successor trustee of a living trust is NOT an easy job. https://www.mansourlaw.com//being-a-successor-trustee-is-n

My friend Patti Handy on "Steps to Getting Your Financial House in Order" - Check out the video below!

Here is what NOT to do after a car accident: https://www.valencialawyer.com//things-to-do-and-not-to-do

The four major "ingredients" of most estate plans: https://www.mansourlaw.com//the-4-major-ingredients-of-mos

What about shoulder injuries and car accidents? https://www.valencialawyer.com//what-happens-if-i-injure-m

If you inherit real estate from your parents, be mindful of the "parent/child" exclusion. https://www.mansourlaw.com//the-importance-of-the-parent-c

In this new whiteboard lesson, I discuss some of the main differences between a living trust and a standard will. Remember the camera adds 15lbs!

People think their insurance company is going handle everything for them after a car accident. That's not true. https://www.valencialawyer.com//the-insurance-company-is-n

Remember the camera adds 15 lbs! In this video I discuss 4 ways your assets can pass to others. Of course, this deals with only one type of asset but is hopefully instructive nevertheless. How you design your estate plan will depend on your particular circumstances.

If you have kids, you might assume they inherit from you right away upon your death. That may not be the case. It also may not be a good idea. Visit MansourLaw.com for more information.

In this video, I explain the fundamental components of most estate plans - The Living Trust, the Will, Power of Attorney, and Health Care documents.

Your assets will generally pass through one of two funnels. You have to make sure each asset is in the correct funnel.

In this video, I discuss 14 different questions (or scenarios) in less than 10 mins. Don't worry - it's not really a quiz because I give you all the answers!