Why a Trust is the best option for avoiding probate

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...

What to do when a Loved One passes

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...

Choosing the Right Successor Trustee

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...

The importance of proper Estate Planning

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. If you are concerned about challenges to your...