Jun 21, 2023 | Estate Planning
Creating Estate Planning documents can (and will) leave you with the peace of mind that your family is protected. It is very important to review your documents at least once per year to see if anything changed in your circumstances. So, what kind of life events could...
Apr 13, 2023 | Estate Planning, Probate
My 68-year-old father unexpectedly passed away in 2022. Despite my efforts to encourage my parents to create Last Wills and Testaments and Revocable Living Trusts, they had not done so because, well, they were not wealthy and were not planning on dying yet. My mother,...
Nov 4, 2022 | Estate Planning, Probate
A few years ago, a couple came to our office to prepare an Estate Planning package. Let’s call them Bob and Suzie. Although Attorney Clark strongly advised them to set up Revocable Living Trusts, Bob and Suzie elected to go for a simple Will package, nominating each...
Oct 21, 2022 | Estate Planning
Picture the following: you and your spouse decided that you would like to leave your home to your son. Your neighbor suggested the best way to do so was to add your son to the deed, so the child will be on the title when you pass away. You have the home retitled. The...
Oct 12, 2022 | Estate Planning
Over the past several months, we have used this space to provide insight about the Estate Planning process, and the benefits of a Revocable Living Trust. Now, we would like to discuss Revocable Trusts in more detail, and how they can help you protect your assets and...
Jan 18, 2022 | Estate Planning
An Estate Planning package – especially one that includes a Revocable Living Trust – gives you a great deal of control over what happens to you, your money, and your possessions once you have passed away. However, there are several things you will want to...
