BIG Estate Planning Mistakes

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Everyone makes mistakes, right? Unfortunately, some mistakes have larger consequences than others. This article lays out three common mistakes we have fixed for new clients, and how you can avoid making them: 1) DIY Danger! We’ve all heard of DIY legal websites. Maybe you’ve even used one yourself. There are numerous websites that claim to […]

What Makes a Will or Trust Invalid

What Makes a Will or Trust Invalid

Clients often worry about the execution of their plan after death. Sometimes, individuals fail to see their complicity in the destruction of their plan. Numerous ways exist to invalidate an Estate Plan. A qualified Estate Planning attorney takes safeguards to protect the plan.

Trust or Will?

Application of the Transfer for Value Rule to the Sale of Life Insurance

Many people think that trusts are only for the ultra-wealthy. It has been our experience that most people think wills are “easier” than trusts to create and manage unless their family has complex requests or lots of property. In practice, we have found some very good reasons why everyday people may prefer a trust over […]