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Fido’s Fortune: The How and Why of Pet Trusts

Picture this: a comfortably retired couple– Grant (82) and Barbara (80)– living out their lives in the house they’ve owned for decades, enjoying their golden years. While they’re happy in each other’s company, they’ve felt a little empty, or understimulated, since their kids left home and started their adult lives. One day, out of the […]

Earning Your Trust

1. The What, Who, and Why of Trusts   If you’ve read any Dickens, or consumed any form of media focused on upper-crust society (like Downton Abbey, Billions, or other similar shows) you’re probably at least somewhat familiar with Trust Funds; or, at least the public perception of them. A mysteriously vast fortune with attached […]

Five Times You Need to Update Your Estate Plan

So, you’ve worked hard to set up your estate plan (trust, will, powers of attorney), and you think you can set it and forget it, right? Not so fast! There are five life changes when you’ll want to make sure you review your documents and make necessary changes. You have a new child! Maybe it’s […]

DISPELLING THE TOP 3 ESTATE PLANNING MYTHS

Like any other complex subject, estate planning has its share of myths and misconceptions.  Understanding the top three estate planning myths will help you to create and maintain a plan that will work the way you expect it to work when it’s needed. Estate Planning Myth #1 – You Don’t Need an Estate Plan Because […]

EVEN VAMPIRES NEED ESTATE PLANNING

Yes, even the undead need an estate plan.  After you stop laughing you need to hear me out.  As we’ve learned from the likes of The Vampire Chronicles, the Twilight saga, and HBO’s True Blood, vampires aren’t immortal.  They do die, and it’s usually unexpected and messy. While vampires aren’t good candidates for life insurance […]

5 KEY POINTS TO HELP YOU WITH INCOME TAX PLANNING

Who needs a Community Property Agreement? Married individuals who own property that has appreciated or is expected to appreciate during their lifetime. The most common examples of such property are stocks and real property. How do I get started or learn more about whether I can benefit from executing a Community Property Agreement with my […]

5 REASONS TO GET AN ESTATE PLAN TODAY

Planning for your death may seem a bit morbid. Yet proactive people protect their loved ones and their estates through well drafted and properly funded estate plans. A good estate planning attorney will create a comprehensive plan to address your goals and concerns. Here are the top five reasons you need to get started on […]

REVOCABLE LIVING TRUST

Revocable Living Trusts have become the basic building block of estate plans for people of all ages, personal backgrounds, and financial situations. But for some, a Revocable Living Trust may not be necessary to achieve their estate planning goals or may even be detrimental to achieving those goals.   What Are the Advantages of a […]