Slideshow Image 1
Blogs


Latest Blog Posts

How to Make a Family Meeting a Successful Part of the Estate Planning Process

Posted on: February 2nd, 2018
You've made the hard decisions, your documents are signed, your trust is funded, a business succession plan is in place. Congratulations, you've finished your estate planning. But have you, really? Have you explained your planning to your family? Will they understand how your plan will work and what they may need to do if you become ill or when you die? Will they wonder why you made certain decisions?...

The Value of Having a "Plan" in Estate Planning

Posted on: January 5th, 2018
All too often, estate planning is viewed as a transaction: a will, a living trust, powers of attorney, etc. But the best planning happens when the professional can get to know the client on a deeper level, to uncover hopes, dreams and aspirations....

Young Adults Need Estate Planning, Too

Posted on: November 21st, 2017
Once a child turns 18, parents lose the legal ability to make decisions for their child or even to find out basic information. Learning you cannot see your college student's grades without his/her permission can be mildly frustrating. But a medical emergency can take this frustration to a completely different level. The parents (or a sibling or another person) will probably have to go to court and ask for permission to obtain information about the student's medical condition, be able to make decisions about treatment, and have access to the student's financial records and accounts. ...

Inspection Contingency Explained

Posted on: July 19th, 2017
...

Who Should Be Your Successor Trustee?

Posted on: March 4th, 2014
If you have a revocable living trust, you probably named yourself as trustee so you can continue to manage your own financial affairs, but eventually someone will need to step in for you when you are no longer able to act due to incapacity or after your death. The Successor Trustee plays an important role in the effective execution of your estate plan....
Posts: 1 2 3 4 5 6 7 8 9 All