Incapacity Planning

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....

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. ...

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....

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....

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....
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