Whom Should I Tell About My Estate Plan?
Foster Children in an Estate Plan
How to legally protect a foster child in your estate plan.
When a Trustee Becomes a Burden: Knowing When to Fire Them
Being a trustee is voluntary and you can remove or fire a trustee. Learn how and why you would want to remove a trustee.
What to Do After a Loved One Dies
What to do after a loved one dies and you are named in their will or trust to handle things. Here is a quick checklist of important steps that will make it easier when you meet with us to discuss handling your loved one’s legal affairs.
The True Cost of Inheriting a Home
The financial and practical realities of owning a home can quickly turn that gift into a burden for heirs who are not fully prepared. Here are some true costs of inheriting a home.
How a Directed Trust Can Change Everything
What is the difference between a trust versus a Directed Trust?
How to Make an Inheritance Last
How do I make my inheritance last?
What to Do When You Do Not Own What You Think You Own
From unrecorded deeds to accounts held solely in a deceased spouse’s name, many people discover too late that what they thought they owned is not legally theirs. When that happens, the fallout can be costly, time-consuming, and deeply disruptive.
While You Are Working on Your Golf Game, Don’t Forget to Work on Your Estate Plan
Golf, like life, has a way of humbling even the most experienced among us. Conditions change. Variables shift. What worked last time might come up short today.
Estate planning is no different. It is about knowing the terrain, making smart choices with the tools you have, and adjusting as life throws you its fair share of water hazards, wind gusts, and bunker shots. While you are out there working on your game, remember that in the game of life, you should also be developing your estate plan. As with golf, an estate plan takes careful preparation and continual refinement for the best results.
Why a Trust for Your Child Should Mature with Your Child
Trusts for Your Children Should Mature with Your Child. A trust created for children must grow with them. It should be a flexible and evolving legal tool that matures alongside them.
Ways to Break or Exit an ILIT That No Longer Fits Your Needs
What are ways to break, cancel or void an ILIT (Irrevocable Life Insurance Trust)?
Does Treating Your Children Fairly Mean Unequal Inheritances?
When thinking through their estate plan and how they want their assets (money and property) managed after they pass away, most parents wish to treat their children equally, often out of a sense of fairness. However, sometimes being fair or doing what is right by your children may mean giving unequal inheritances.