Latest Blog Posts

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...
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