Probate

Diligent Asset Protection Planning

Posted on: September 5th, 2017
Much of estate planning has to do with the way a person’s assets will be distributed upon their death. But that’s only the tip of the iceberg. From smart incapacity planning to diligent probate avoidance, there is a lot that goes into crafting a comprehensive estate plan. One important factor to consider is asset protection....

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....

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?...

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....
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