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Trusts and Estates

Joint Tenancy Pitfalls: The ‘Simple’ Fix that Can Leave Your Family Broke

Posted on: June 19th, 2018
There are many ways to own your assets. When you die, it is only natural that you want your family to share in the bounty of your hard work. ...

The Biggest Threats to Successful Estate Planning

Posted on: June 12th, 2018
While having your estate planning documents prepared is the first hurdle, there are several threats that lurk around the corner that might derail your wishes....

Financial Planning. Tax Planning. Legacy Planning. Estate Planning - How many plans do I need?!

Posted on: June 5th, 2018
Most folks have at least heard of an estate plan. But fewer realize that a simple will is not enough to prepare for your future. ...

Why Not Just Go on NoloⓇ and Create Your Own Estate Planning Documents Cheaply?

Posted on: May 29th, 2018
No matter how good a do-it-yourself estate planning document may seem, it is no substitute for personalized advice. Estate planning is more than just document production. ...

How to Fix 5 Common Estate Planning Problems

Posted on: May 22nd, 2018
If you have no estate plan, your state of residence will provide one for you, and it probably won’t be the one you want....

The One Thing Every New Grandparent MUST Do As Soon as Possible

Posted on: May 15th, 2018
There is one thing that every new grandparent must do as soon as possible that is often overlooked. Specifically, every new grandparent should immediately create (or revise) an estate plan so that it includes your family’s newest generation....
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