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+00:00June 21st, 2019|Estate Planning|0 Comments


The much maligned, and rightly so, probate process occurs after death. It’s the court supervised process of authenticating the will, gathering assets, paying bills, filing taxes, and distributing assets to beneficiaries. Any assets owned in your individual name or made payable to your estate will go through probate. If you own assets in the name [...]

By |2018-04-06T19:36:36+00:00April 6th, 2018|Estate Planning|0 Comments

Why Your Estate Planner Needs to Know If You’ve Lent Money to Family

Many children and grandchildren are skipping the traditional bank and obtaining loans from parents or grandparents.  Unfortunately, we have all heard stories of families torn apart because of disagreements over money. So, what can you do to make sure your intra-family loans help — rather than hurt — your family? As far as estate planning [...]

By |2018-02-23T21:05:31+00:00February 23rd, 2018|Estate Planning|0 Comments

Organizing for Tax (and Estate Planning) Season

It’s the start of a new year, which means tax season—and this year’s April 17th IRS filing deadline—is just around the corner. Soon you’ll be receiving tax forms such as your W-2 or 1099s, and you’ll start thinking about the life events that could affect your taxes in various ways. This flurry of tax prep activity [...]

By |2018-01-12T15:45:13+00:00January 12th, 2018|Estate Planning|0 Comments
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