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๐๐๐ฌ๐ ๐๐ญ๐ฎ๐๐ฒ: ๐๐๐๐ฏ๐ข๐ง๐ ๐๐จ๐ฎ๐ซ ๐๐จ๐ฆ๐ ๐ญ๐จ ๐๐จ๐ฎ๐ซ ๐๐จ๐ง
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...
โI donโt need an attorney to draft my Will, Iโll just prepare one on the internet.โ
โI donโt need an attorney to draft my Will, Iโll just prepare one on the internet.โ We have seen far too many costly situations when someone died...
We prepared our documents four years ago with you and just need to make a simple change. What will it cost?
We typically advise our clients to set two separate sets of deadlines to mark their calendar with. The first is a once-a-year personal review of the...
Legal Tax Breaks for Older Couples Who Sell Their Homes
Consider Irene, who recently became a widow when her husband, Henry, died. Like many married couples, they held the title to their home as Tenants...
โI now have a Will. That will avoid Probate and make my familyโs life easier when I go, right?โ No!
One of the most common misconceptions we hear from potential clients is that a Last Will and Testament will avoid the Probate process. It will not!...
Revocable Trusts vs. Irrevocable Trusts
When it comes to Estate Planning, Trusts are excellent tools that you can use to protect your assets. Revocable and Irrevocable Trusts serve...
Joint Assets Do Not Always Avoid Probate – Donโt Play the Waiting Game!
When we discuss the benefits of Revocable Living Trusts with our potential clients, some tell us that they own everything jointly with their spouse,...
๐๐ญ๐ซ๐๐ข๐ ๐ก๐ญ๐๐ง๐ข๐ง๐ ๐จ๐ฎ๐ญ ๐ญ๐ก๐ ๐ ๐ข๐ง๐๐ซ ๐๐๐ญ๐๐ข๐ฅ๐ฌ ๐จ๐ ๐๐จ๐ฎ๐ซ ๐๐ฌ๐ญ๐๐ญ๐ ๐๐ฅ๐๐ง
A well-crafted Estate Plan gives you a great deal of control over what happens to you, your money, and your possessions once you have passed away....
โ๐ ๐๐ฒ๐ ๐๐ฝ ๐ฎ ๐ฅ๐ฒ๐๐ผ๐ฐ๐ฎ๐ฏ๐น๐ฒ ๐๐ถ๐๐ถ๐ป๐ด ๐ง๐ฟ๐๐๐. ๐๐๐ฒ๐ฟ๐๐๐ต๐ถ๐ป๐ด ๐๐ถ๐น๐น ๐ฎ๐๐ผ๐ถ๐ฑ ๐ฃ๐ฟ๐ผ๐ฏ๐ฎ๐๐ฒ ๐ป๐ผ๐, ๐ฟ๐ถ๐ด๐ต๐?โ
No! Once the Trust is established, you must be sure it is properly funded to ensure that you do not subject your loved ones to Probate. Sometimes,...
โAll of my accounts have beneficiaries โ why do I need anything more than that?โ
Our first response to this question is by asking our Clients a different question: Do you ever drive in the same car as your loved ones?ย If this is...
Getting Started
Ready to Take the First Step?The best way to accomplish anything is by taking the first step. Our team is ready to work diligently to help you accomplish your estate planning goals. Schedule a consultation today or learn more about our process below.