My Trust is Signed, No Probate for My Family, Right?

Planning ahead has obvious benefits. Whether you’re planning a vacation or researching for a job interview, it’s always smart to outline your priorities and anticipate potential challenges that may arise. Planning your estate has similar benefits. With plans clearly established, your wealth and assets are protected should you pass away or become incapacitated. It’s important [...]

By | 2019-06-21T15:07:22+00:00 June 21st, 2019|Estate Planning|0 Comments

Estate Planning Is Not Just About Money

It is a common misconception that financial management and estate planning are reserved for the wealthy. Regardless of how much you have in the bank, you and your family can benefit from planning ahead for the future. If you fail to do so, you could leave your family scrambling if you’re suddenly incapacitated. When you [...]

By | 2019-06-13T22:29:45+00:00 June 13th, 2019|Estate Planning|0 Comments

Trusts Solve Client Needs and Add Value to Wealth Plans

Some think that trusts are used only for end-of-life planning. Trusts, however, are like wrenches: they come in a wide variety of shapes and sizes, each particularly suited to a particular need. Some are for wealth accumulation while others are for wealth preservation, and still others are designed to protect future generations. You will see, [...]

By | 2019-05-24T16:04:41+00:00 May 24th, 2019|Estate Planning|0 Comments

Should You Disinherit a Child?

Most parents choose to leave their estates equally to their children. But sometimes, parents intentionally choose to not leave anything to a child. There may be what the parents consider to be a legitimate reason: one child has been more financially successful than the others; not wanting a special needs child to lose government benefits; [...]

By | 2019-05-17T14:10:35+00:00 May 17th, 2019|Estate Planning|0 Comments

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

According to a  survey by, six out of ten Americans have no will or any other kind of estate planning. Many said they’d get around to it, eventually. When they’re old. (The survey did find that the elderly are much more likely to have some plan in place.) It’s all too clear that most [...]

By | 2019-05-03T13:50:27+00:00 May 3rd, 2019|Estate Planning|0 Comments

When is “living probate” necessary?

If you become incapacitated, who is going to take care of you?  You will not be able to make medical decisions for yourself and you will not be able to manage your day-today affairs.  If you do not have the appropriate estate plan in place, your family may be headed to the probate court long [...]

By | 2019-04-26T13:10:04+00:00 April 26th, 2019|Estate Planning|0 Comments