In terms of avoiding probate, it is true that there are other methods such as joint ownership or designated beneficiaries.…
Most of us are familiar with the word, “trustee,” but may not be familiar with the words “trust protector.” A…
There are two common misconceptions about probate and how it might – or might not – be avoided: 1.) A…
We were in the final stages of creating an estate plan for a client we’ll call Mary (not her real…
People often ask if they would benefit from a revocable trust. Simply stated, the advantage of a revocable trust for…
We are ending this series of posts on a positive note about a famous person. Gene Wilder, who played the…
Our previous two posts have shared examples of the complications our families can face if we fail to create a…
There are lessons to be learned from many sources in life, one of which can be the “rich and famous.”…
According to court documents, legendary singer Aretha Franklin did not have a will when she died, which, as you may…
Based on some of the most frequently asked questions or common misconceptions, here are five potentially-helpful estate planning hints: Create…