Trusts and Estates

How a Living Trust Helps Your Family

Posted on: September 19th, 2017
There are several parts to an estate plan, one of them being a Living Trust. Common factors that prompt someone to create a Living Trust include privacy, tax benefits, avoiding probate, and caring for family members with special needs. Estate planning also lets you dictate how your assets will pass on to future generations after your death....

Estate Planning For the Newly Married

Posted on: September 12th, 2017
Now is the perfect time to start working on an estate plan—because, as newlyweds, you may not have a list of your accounts, but you've effectively just done a working inventory of your possessions—as you've figured out how to consolidate two households into one. ...

If I Don't Have an Estate, Do I Really Need an Estate Plan?

Posted on: September 5th, 2017
Virtually anyone who owns anything has an “estate” in the eyes of the law. Although the term may conjure images of expansive country properties, expensive cars, or other symbols of high wealth, for the purposes of estate planning law, the term “estate” covers a whole lot more. ...

4 Estate Planning Steps You Must Take After the Death of a Spouse

Posted on: August 29th, 2017
When a spouse passes away, thinking about “the estate” might be the last thing on your mind. And while it’s necessary to give yourself ample time to process the loss of your partner, it’s also imperative you talk with your estate planning attorney sooner rather than later — or you might be facing some pretty unpleasant consequences. ...

Estate Planning: Why Me, Why Now, and Is a Will Enough?

Posted on: August 22nd, 2017
You are neither too young nor too poor to engage in estate planning! Just remember that a Will may be a necessity, but it is not the only means to plan your estate in an efficient and cost-effective manner....

The Perils of Joint Property

Posted on: August 15th, 2017
Joint property is all perceived to be easy to setup since it can be done at the bank when opening an account or title company when buying real estate....
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