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Why Everyone Needs an Estate Plan

First, let’s debunk the myth that an estate plan needs to be both elaborate and expensive.

Posted on: October 21, 2020

Avoid Estate Planning Mistakes

These all-too-common misconceptions can steer your estate plans in the wrong direction right from the start. Here’s how to overcome them and tips to build the right plan for your family.

Posted on: October 15, 2020

What Happens If I Don’t Fund My Trust?

If you have updated your estate plan during the Covid crisis and even found a way to sign your documents while maintaining social distance, do not overlook the last step of trust funding.

Posted on: September 3, 2020

Different Trusts for Different Estate Planning Purposes

Trusts are legal entities that own assets, and all trusts are not alike. They are created by a written trust document with certain provisions that can vary from trust to trust.

Posted on: September 1, 2020

That Last Step: Trust Funding

If you have updated your estate plan during the Covid crisis and even found a way to sign your documents while maintaining social distance, do not overlook the last step of trust funding.

Posted on: August 14, 2020

There Is a Difference between Probate and Trust Administration

Probate and trust administration are not the same. There are important differences and similarities between administering a decedent’s probate estate and administering a decedent’s trust estate.

Posted on: July 29, 2020

What Does a Successor Trustee Do?

I am named successor trustee in my parents’ trust. When the time comes, how do I sell the home and the other assets?

Posted on: February 7, 2020

Business Owners Should Start End-Game Planning Now

Running and owning a business is just like raising a child: Both are investments in the future and both require a lot of time, resources and effort to raise successfully.

Posted on: January 27, 2020