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Revocable Living Trust

The Difference between Lifetime and Deathtime Planning… and Why a Comprehensive Plan Must Include Both

Posted on: June 15th, 2017
However, comprehensive estate planning isn’t just death time planning. It’s lifetime planning, too. It’s about ensuring that your medical and financial decisions can be made by someone that you trust....

Why a Trust is the Best Option for Avoiding Probate

Posted on: December 1st, 2016
As Ambrose Bierce once darkly observed, “Death is not the end. There remains the litigation over the estate.”...

Updating Your Revocable Trust: How Many “Tweaks” Are Too Many?

Posted on: July 1st, 2016
If your life or the law has changed since you signed your trust, it needs to be updated. Let's chat about the difference between restatements and amendments and which is best for you....

Wondering Whether You Need to Update Your Estate Plan?

Posted on: June 15th, 2016
Wondering whether you need to update your estate plan? Yes, you do. It’s unrealistic to think that a piece of paper you draft, reflecting your life at a certain time, will work when your life has completely changed some years later....

Revocable Trust vs. Irrevocable Trust: Which Is Best for You?

Posted on: May 1st, 2016
While there are many types of trusts, the major distinction between trusts is whether they are revocable or irrevocable. Let’s take a look at both so you’ll have the information you need:...

3 Simple Ways to Avoid Probate Costs

Posted on: March 15th, 2016
The bad news: probated estates are subject to a variety of costs from attorneys, executors, appraisers, accountants, courts, and state law. The good news: probate costs can be reduced by avoiding probate. It’s really that simple....

Why Does Probate Take So Long?

Posted on: July 15th, 2014
Probate can be easily avoided, but most estates are dragged through the process. Why? Many people fail to create an estate plan, so probate is required. And - others plan with just a Will, so probate is required. As a result, assets end up at the mercy of a probate judge, open to public scrutiny, and delayed passing to beneficiaries....
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