Latest Blog Posts

The Emotional Nature of Estate Planning

Posted on: August 10th, 2017
When you hear the phrase “estate plan,” you might first think about paperwork. Or your mind might land on some of the uncomfortable topics that estate planning confronts head-on: end-of-life decisions, incapacity, and your family’s legacy from generation to generation. Those subjects hit home for everyone....

Why a Trust is the best option for avoiding probate

Posted on: July 20th, 2017
There are many “tools of the trade” that a qualified attorney can use to keep your assets out of probate - for example, establishing joint ownership on bank accounts and real estate titles, designating beneficiaries for life insurance policies and certain accounts, and so on. However, setting up a revocable living trust is quite often the best, most comprehensive option for avoiding probate. Let’s discuss why this is true....

New Legislation Could Mean the End of Estate and GSTT Taxes

Posted on: July 12th, 2017
In a time where so much is changing in America’s legal landscape and the possibility of sweeping national tax reform seems imminent, it’s more important than ever to keep your estate plan up to date in accordance with the newest laws and provisions....

Get the Most Out of Your Work with Your Lawyer

Posted on: July 5th, 2017
When you hire an attorney for estate planning, help with a loved one’s estate, or any other legal matter you want to make sure that the work gets done as quickly as possible and at the best possible value....

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....

Getting Ready

Posted on: April 13th, 2015
You've finally decided it's time to meet with an estate planning attorney and get your affairs in order. It's time to make sure your family is protected. ...

Discretionary Lifetime Trusts

Posted on: April 6th, 2015
If you think you only need to create discretionary lifetime trusts for young beneficiaries, problem beneficiaries, or financially inexperienced beneficiaries, then think again. In this day and age of frivolous lawsuits and high divorce rates, discretionary lifetime trusts should be considered for all of your beneficiaries, minors and adults alike....

The importance of proper Estate Planning

Posted on: April 1st, 2015
A will or trust contest can derail your final wishes, rapidly deplete your estate, and tear your loved ones apart. But with proper planning, you can help your family avoid a potentially disastrous will or trust contest. ...

Funding your Revocable Living Trust

Posted on: March 23rd, 2015
The key to probate avoidance is proper asset ownership, including the full funding of your Revocable Living Trust....

Naming a Successor Trustee

Posted on: August 6th, 2013
If you have a revocable living trust, you probably named yourself as trustee so you can continue to manage your own financial affairs, but eventually someone will need to step in for you when you are no longer able to act due to incapacity or after your death. The Successor Trustee plays an important role in the effective execution of your estate plan....

Planning an Inheritance for your Minor Children

Posted on: February 26th, 2013
Every parent wants to make sure their children are provided for in the event something happens to them while the children are still minors. Grandparents, aunts, uncles and other relatives often want to leave some of their assets to young children, too. But good intentions and poor planning often have unintended results...

The Many Needs for Life Insurance in our Lives

Posted on: January 18th, 2013
The main reasons most people have life insurance are to pay final expenses (medical, funeral, burial, etc.), replace an income stream and/or create wealth for our dependents after we die. Life insurance can also play an important role in business, estate planning and charitable giving....

Estate Planning for Young Families

Posted on: January 7th, 2013
Many young families put off estate planning because they are young and healthy, or because they don't think they can afford it. But even a healthy, young adult can be taken suddenly by an accident or illness....