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Fix Your Trust?


I received a mailer last week from a law office claiming that with a simple free workshop they could  FIX MY TRUST.  They pointed out a few reasons that my trust might not reflect my needs: Removing A/B Trust provisions. Protect my spouse from “gold-diggers” after I’m gone. Incapacity/guardianship planning. Protect my children’s future inheritance from […]
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Selecting a Trustee


As you prepare to meet with your estate planning attorney, you will undoubtedly agonize over questions like these: Who will take care of my kids when I die? How will I leave my assets? How will I treat my son, Bobby, whom I haven’t heard from in years? Who takes care of me when I’m […]
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‘Tis the Season


  As we near the end of 2016 and Christmas approaches, our thoughts turn to those less fortunate.  Many of our clients express their desire to give to those in need and the various charitable institutions whose missions are to help those who cannot help themselves. However, some clients are unsure of how much to […]
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Why Avoid Probate?


Typically, estate planning attorneys use trusts and other instruments to help their clients avoid probate court. Clients often ask, why it is important to avoid probate court? The two best reasons for avoiding probate court are (1) time and (2) cost. Probating a deceased person’s estate is a long process.  For a normal probate estate […]
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