Estate Planning
Estate Planning: How to Choose Your Fiduciary
During the estate planning process, there are several important decisions that you will need to make. For example, you will need to…
Estate Plan Update After Receiving an Inheritance
While it is important for all people to engage in estate planning, many people make the mistake of developing a plan and…
Estate Planning for Young Families
Congratulations! You’re at a point in your life where you have settled down and you’re enjoying watching your family grow and change….
What is a Life Estate?
Without question, your home is one of the most important assets that you will have during your lifetime. However, there are countless…
How to Select an Estate Executor
Typically, when people draft a will, they designate a person to act as the executor of their estate. Many people may be…
4 Reasons You Should Review Your Estate Plan
There are many people who have misconceptions when it comes to developing an estate plan. They mistakenly believes that an estate plan…
DID YOU KNOW ? THERE ARE THREE BIG MISTAKES WHEN SETTING UP A TRUST FUND FOR CHILDREN.
Trusts are technical legal instruments that require a keen eye and foresight on the part of the attorney drafting them. Should an…
ESTATE PLANNING IS THE FIRST STEP, BUT WHAT IF THE TRUST ISNT FUNDED?
You probably recommend trusts over wills to many of your estate planning clients because revocable living trust-based estate plans provide a comprehensive…
Helping Clients Plan for Community Property in a Separate Property State
Helping Clients Plan for Community Property in a Separate Property State If you are an estate planner, chances are you practice in…
Redoing Your Loved One’s Estate Plan
In a constantly evolving world, having the flexibility to adapt to changing circumstances is a valuable trait. But is flexibility less important…