Latest Blog Posts

Why a Trust is the Best Option for Avoiding Probate

Posted on: October 31st, 2018
There are many “tools of the trade” that a qualified attorney can use to keep your assets out of probate. Setting up a revocable living trust is quite often the best, most comprehensive option for avoiding probate. Let’s discuss why this is true....

Estate Planning When Not All of Your Kids are in the Family Business

Posted on: October 30th, 2018
Owning your own business can be a great endeavor that takes a lot of passion and drive. Many small business owners focus on the day-to-day management and growth of the business, rather than thinking about a time when he or she may not be in the business. This is a far too common mistake....

Estate Planning Isn’t Spooky! But not planning can be downright terrifying.

Posted on: October 29th, 2018
The idea of implementing an estate plan might be one of the scariest things you have to confront as an adult. But estate planning does not have to make chills run down your spine....

Asset Protection Planning

Posted on: October 26th, 2018
Asset protection planning, which is an important part of estate planning, can protect you, your family, and your assets....

If I Don't Have an Estate, Do I Really Need an Estate Plan?

Posted on: October 22nd, 2018
You don’t need to have a summer house in the Hamptons or a private art collection big enough to rival MOMA to consider yourself the owner of an estate. In fact, virtually anyone who owns anything has an “estate” in the eyes of the law....

The Pros and Cons of Probate

Posted on: October 17th, 2018
The probate system was ultimately established to protect the property of the deceased and his/her heirs, and in a few cases, it may even work to an advantage. Let’s look briefly at the pros and cons of going through probate....

How Does an IRA Fit Into Your Estate Plan?

Posted on: October 16th, 2018
When you think of IRAs, you probably think of retirement. But what happens to your IRA money after you’re gone? ...

3 Reasons You Want to Avoid Probate

Posted on: October 10th, 2018
Having a will is a good basic form of planning, a will does not avoid probate....

Better to Play it Safe: Proactive Estate Planning and Cognitive Impairment

Posted on: October 9th, 2018
Factoring the potential for cognitive impairment into your estate plan doesn’t have to be a headache....

4 Estate Planning Steps You Must Take After the Death of a Spouse

Posted on: October 8th, 2018
When a spouse passes away, thinking about “the estate” might be the last thing on your mind. And while it’s necessary to give yourself ample time to process the loss of your partner, it’s also imperative you talk with your estate planning attorney sooner rather than later — or you might be facing some pretty unpleasant consequences....

Domestic Asset Protection Trust

Posted on: October 5th, 2018
One benefit of a Revocable Living Trust is the ability to pass assets to loved ones in asset protection trusts; these are trusts that can’t be seized in the event of a lawsuit, divorce, bankruptcy, medical crisis, business failure, and the like....

Why avoid probate?

Posted on: October 3rd, 2018
Many folks don’t realize that probate can take years to meander through the courts....

The Value of Having a “Life Plan” in Estate Planning

Posted on: October 2nd, 2018
All too often, estate planning is viewed as a transaction; just sign here, here, and here on a document: will, a living trust, and powers of attorney - then be off....
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