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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.”...

You’ll Be Surprised: When Is The Best Time To Plan Your Estate?

Posted on: November 15th, 2016
Some people start thinking of getting a will in place when children arrive on the scene so guardians are named. Most people start thinking about planning their estates when they reach retirement age. However, you might be surprised, even shocked, to know that the best time to plan your estate is at age 18. The second best time to plan your estate is right now....

Estate Plan Maintenance

Posted on: November 1st, 2016
Your estate plan is a snapshot of you, your goals, your family, your assets, tax laws, and other laws in effect at the time it was created. All of these variables change over time, and so should your plan. It is unreasonable to expect the simple will written when you were a newlywed to be effective now that you have a growing family, or now that you are divorced from your spouse, or now that you are retired and have an ever increasing swarm of grandchildren....

3 Reasons You Want to Avoid Probate

Posted on: October 15th, 2016
Here are 3 key reasons why you want to avoid probate if at all possible....

Estate Tax Planning

Posted on: October 1st, 2016
Unless you have a comprehensive estate plan, taxes may slip in when you’re least expecting it....

Estate Planning for Young Families

Posted on: September 15th, 2016
We know how you feel - the last thing you want to think about is paperwork and making decisions about guardians, death, and money. But, estate planning is likely the most important paperwork you’ll ever do....

Estate Planning

Posted on: September 1st, 2016
Because estate planning is about taking care of yourself and those you love, it doesn’t matter how much money you have. The qualifications are simple and twofold....

Trust and Estate Administration Services

Posted on: August 15th, 2016
Rest assured, we are here for your loved ones if you become incapacitated and when you die. We hold their hands (sometimes, literally), guiding them through administration while following the instructions you’ve outlined in your estate plan....

HIPAA Release

Posted on: August 1st, 2016
Your healthcare files and all communications with medical professionals or their offices is private and has been since the Health Ins...

The Tragic Loss of Star Trek’s Anton Yelchin: Lessons for Estate and Legacy Planning

Posted on: July 15th, 2016
Anton Yelchin’s tragic situation highlights the fact that we are all – young and healthy, old and infirm alike – vulnerable to events outside our control. Establishing even a rudimentary plan is better than having nothing....

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....

Prince’s Sad and Incredibly Expensive Mistake! (Are You Making It, Too?)

Posted on: June 1st, 2016
The news of the unexpected death of music legend Prince, age 57, shocked the world. Prince left a profound, indelible mark as an artist, but tragically, for all his talent, he made a simple error that is creating huge complications for his family....

Wills vs. Trusts: A Quick & Simple Reference Guide

Posted on: May 15th, 2016
Confused about the differences between wills and trusts? If so, you’re not alone. While it’s always wise to contact experts like us, it’s also important to understand the basics. Here’s a quick and simple reference guide....

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:...

Escape From a Bad Trust: 5 Strong Reasons to Decant Your Trust

Posted on: April 15th, 2016
When a bottle of wine is decanted, it’s poured from one container into another. When a trust is decanted, trust assets are poured from an old trust into a new trust with more favorable terms....

10 Types of Trusts: A Quick Look

Posted on: April 1st, 2016
Considering the myriad of trusts available, creating an estate plan that works can seem daunting. However, that’s what we, as estate planning attorneys, do every day....

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....

Wills, Trusts & Dying Intestate: How They Differ

Posted on: March 1st, 2016
Most people understand that having some sort of an estate plan is, as Martha Stewart would say, a “good thing.” Many of us don’t take the steps to get an estate plan in place because we don’t understand the nuances of estate planning....

Don’t Leave Your Trust Unguarded: 6 Key Ways a Trust Protector Can Help You

Posted on: February 15th, 2016
Can You Benefit from a Trust Protector? Generally speaking, the answer is yes. Trust protectors provide flexibility and an extra layer of protection for trust maker intent as well as trust assets and beneficiaries....
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