Estate Planning

Dear Clients and Friends, When setting up a revocable trust, you need to be diligent about asset transfers, beneficiary designations and funding formulas. Failure to complete certain steps can prevent the trust from acting as you intended, creating additional cost and … [Read more...] about Avoid these mistakes when setting up a trust

Dear Clients and Friends, Resist the urge to avoid naming a guardian as part of your estate plan simply because it’s not easy to imagine someone else raising your children. If you don’t, you leave the guardianship of your children up to the courts if you pass away. Think about … [Read more...] about Naming a guardian for your children

Dear Clients and Friends, Resist the urge to avoid naming a guardian as part of your estate plan simply because it’s not easy to imagine someone else raising your children. If you don’t, you leave the guardianship of your children up to the courts if you pass away. Think about … [Read more...] about Naming a guardian for your children

Dear Clients and Friends, When you write a testamentary document (a trust or a will), you have control over how your assets will be distributed after your death. However, if someone in your family disputes your testamentary document an anonymous probate court judge could end … [Read more...] about Preventing a trust or will contest

Dear Clients and Friends, Many persons only get around to having a documented estate plan at the proverbial last minute, i.e. elderly and seriously ill. Others may write a simple will when they’re young but then fail to review or update it until something happens that makes … [Read more...] about Estate planning and one’s added peace of mind