You Should Use a Living Trust If… (5 reasons)
When should you use a trust instead of a will? Let’s examine the objectives we can address if you utilize the right trust as the centerpiece of your estate plan! 1) You Value Your Privacy We’re all safety-conscious when it comes to financial information. There are many reasons we don’t want the entire world to […]
Don’t Let the State Plan Your Estate!
Some people think that the government will take care of everything if they die without an estate plan. Many of these individuals intend to make some type of strategy at some nebulous point in the future, but they keep pushing it off because there isn’t a feeling of immediacy. After all, it doesn’t have to […]
Why Use a Trust?
Most people think of a will as the “right” estate planning document. After all, we’re all familiar with wills. They appear in movies, television shows, and even novels. You may have one yourself. It has been our experience that people are less familiar with trusts. Who uses a trust for estate planning? What does a […]
Five Top Tips – Estate Planning
You’re here for some info on estate planning, right? You’ve come to the right place! This is one in a series of posts that we’re publishing to help inform people about estate planning. This piece is centered around five estate planning tips that will help give you a better feel for the process. Read on […]
BIG Estate Planning Mistakes
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
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?
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 […]