Estate Planning

Competency and integrity

Joyce says she has been told you shouldn't allow a family member to act as executor of your will. Dave doesn't necessarily agree with this opinion. He says as long as the family member has integrity and is competent, it's perfectly fine to ask them to serve in this capacity.

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Leaving Something for Her

Lynn's 90-year-old father wants to leave something for her one-year-old daughter for college. He'd like to do it now in case he passes and it isn't done. Dave gives Lynn some options.

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100% Mortality Rate

Cam asks if it's unreasonable to ask her 76-year-old husband to make a will. His rationale of why he doesn't want to do it gets Dave laughing out loud.

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What's the Deal With a Keystone Trust?

Terry asks Dave what he knows about keystone trusts. Dave explains what they are used for and the shadiness that can be attached to them.

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