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 have decided that you would like to leave your home to your son. You decided the best way to do so was to add your son to the deed, so he would be on the title when you pass away. You have the home retitled. “Please...
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...
Jan 18, 2022 | Estate Planning
We all live as if we have decades ahead of us, dealing with the present — we can’t know the future. And that’s why now is a great time to get a jump on estate planning. Do your family and loved ones know what accounts you have, where your financial...
Aug 31, 2021 | Estate Planning
Appointing a guardian for your children might seem morbid. If you’re a healthy person who doesn’t work a dangerous job, it may also strike you as unnecessary, since your decision usually only matters if you die or become disabled before your child’s...