by admin | Sep 14, 2018 | Articles and Advice
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...
by admin | Aug 2, 2018 | Articles and Advice
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...
by admin | May 7, 2018 | Articles and Advice
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...
by admin | May 7, 2018 | Articles and Advice
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...
by admin | May 7, 2018 | Articles and Advice
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...
by admin | May 7, 2018 | Articles and Advice
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...
by admin | May 7, 2018 | Articles and Advice
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....
by admin | May 7, 2018 | Articles and Advice
One common way to avoid probate of real estate after the owner dies is to hold the title to the property in joint names with rights of survivorship with children or other beneficiaries. This is accomplished by adding the names of the children and certain legal terms...
by admin | May 7, 2018 | Articles and Advice
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...
