Latest Blog Posts

Incorporating proper incapacity or disability planning into your Estate Plan

Posted on: June 22nd, 2015
No one ever plans to become disabled. Disability doesn't just happen to the elderly or those who pursue risky and dangerous hobbies. Motor vehicle accidents, work-related injuries, and otherwise common illnesses render many individuals disabled or 'incapacitated' every year....

What to do when a Loved One passes

Posted on: June 10th, 2015
After a loved one dies, you need to gather the important documents that are necessary to settle their final affairs. Are your named Agents knowledgeable and prepared to begin administration upon your death? If you are named as an Agent for a loved one, do you know what your duties and responsibilities are and how to being the administration process?...

Passing real property to a loved one properly

Posted on: May 21st, 2015
One common way to avoid probate of real estate after the owner dies is to hold the title to the property in joint names with rights of survivorship with children or other beneficiaries. This is accomplished by adding the names of the children and certain legal terms to a new deed for the property and then recording it in the applicable public land records. ...

Choosing the Right Successor Trustee

Posted on: May 5th, 2015
Today many estate plans contain irrevocable trusts that will continue for the benefit of a surviving spouse's lifetime and then for the benefit of several generations. Since these trusts are designed to span multiple decades, it is crucial to choose the right succession of trustees....

Estate Planning for Everyone

Posted on: April 29th, 2015
Estate planning is as much about passing values to loved ones as it is about passing material possessions....

Posted on: April 20th, 2015
The Obama administration recently released its budget proposal for the 2016 fiscal year. As in past years, this budget proposes changes to the laws governing federal estate, gift and generation-skipping transfer (GST) taxes....
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