Aug 25, 2020 | Estate Planning, Trusts, Wills
Great points in this short article. “An estate plan is the best love letter you can write to those you love.” Without one, “a court could end up deciding who takes care of your kids, state law determines who inherits your stuff, and the distribution...
Jul 21, 2020 | Estate Planning, Uncategorized
Great questions to think about: Does your Will match your wealth transfer wishes? Are your assets titled correctly and have you set up the appropriate beneficiary designation forms? Have you established and funded all necessary trusts? You don’t have to be a...
Jun 17, 2020 | Durable Powers of Attorney, Estate Planning
Vacations Gone Bad How Delegating Parental Powers Can Be Critical With summer vacation time upon us, despite our Covid-19 world, many people are hitting the road or jumping on a plane. It is not uncommon to have minor children go on vacation with another family or go...
May 20, 2020 | Estate Planning, Trusts
A Living Trust is an excellent estate planning option for many people. The idea of being able to immediately transfer assets at death without probating the estate is a huge advantage for many. However, like so many things these days, “One size does not fit...
