Latest Blog Posts

When would I use a disclaimer?

Posted on: December 19th, 2016
From time-to-time, we advise surviving spouses to use a disclaimer (a legal “no thank you”) to pass an asset to the next beneficiary, which is often themselves or their children....

What is a disclaimer?

Posted on: December 16th, 2016
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How do I ensure that there isn't a will contest?

Posted on: December 12th, 2016
We live in a litigious society and anyone can sue anyone for anything. But, don’t be discouraged. There’s a lot you can do to reduce the likelihood of a will contest. ...

How do I balance the interests of my children and my spouse from a second marriage?

Posted on: December 9th, 2016
We’ll help you set up a loving estate plan that protects and provides for whomever you’d like - often that’s children and, sometimes, a second or third spouse. ...

What if I end up using up my retirement account during my lifetime?

Posted on: December 5th, 2016
By all means, use your retirement funds as you think best. Even after you set up a standalone retirement trust, you’ll have full control and the right to enjoy your retirement funds for years. However, if you’re like most people, you will still have assets in your retirement account when you die;...

What does “tenants in common" mean?

Posted on: December 2nd, 2016
Tenants in common is a form of joint ownership in which the owners can own equal or unequal portions of the property. ...

What does a trust protector do? Do I need one?

Posted on: November 14th, 2016
A trust protector’s duty is to make sure the trust maker’s intent is carried out. ...

3 Tips for Overwhelmed Personal Representatives

Posted on: November 11th, 2016
While it is an honor to be named as an executor of a will or estate, it can also be a sobering and daunting responsibility. Being a personal representative requires a high level of organization, foresight, and attention to detail to meet all responsibilities and ensure that all beneficiaries receive the assets to which they are entitled. ...

Pet Trust - Lessons to Learn

Posted on: November 8th, 2016
Not long ago, pet trusts were thought of as little more than eccentric things that famous people did for their pets when they had too much money. These days, pet trusts are considered mainstream....

I’m the beneficiary of a trust set up by my spouse when she died. The tax laws have changed significantly since then. Do I have to go to court to change the terms of the trust?

Posted on: November 7th, 2016
The simplest way to modify the trust would be if there are provisions within the trust that allow a private modification. ...

REVOCABLE LIVING TRUST

Posted on: March 15th, 2016
REVOCABLE LIVING TRUST based estate plan provides instructions that will allow you to...
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