What Does a Revocable Living Trust Accomplish?
A revocable living trust is designed to accomplish the following: 1) Avoid probate for all assets and property transferred to the Trust. 2) You as
May 4, 2022
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What is Probate?
Probate is the legal process of estate administration if you die and have a will or die without a will or trust. The person named
April 4, 2022
What is the Role of an Estate Planning Attorney?
Is it merely to document a client’s wishes? Or is it to counsel the client regarding those wishes and then craft a plan that best
March 4, 2022
Prepare for the Future with an Estate Plan
While we may not be able to protect ourselves from everything and every risk, we can prepare now for whatever might happen. Creating your estate
February 4, 2022
Three Documents Everyone Should Have
In addition to a will or trust, everyone should have these three basic documents, regardless of their wealth or health: • A power of attorney
January 4, 2022
What are the Benefits to Having an Estate Plan?
Having an estate plan insures your assets will be transferred to your preferred recipients at your death. It is also important to consider who should
December 4, 2021
Core Estate Planning Documents During COVID-19 (Part 5)
4. Will and Revocable Living Trust. A will is essential to name guardians if you have minor children and provide for how assets will be
November 9, 2021
Core Estate Planning Documents During COVID-19 (Part 4)
3. Health Care Proxies and HIPAA Releases. A health care proxy, or medical power of attorney, is a document in which you name an agent
November 8, 2021
Core Estate Planning Documents During COVID-19 (Part 3)
2. Advance Directive. This is a document in which you express your healthcare wishes and includes your instructions for what medical treatment you desire to
November 7, 2021
Core Estate Planning Documents During COVID-19 (Part 2)
1. Durable Power of Attorney (DPOA). A DPOA is a legal document in which you name a person, called an agent, to handle your legal,
November 6, 2021
Core Estate Planning Documents During COVID-19
We are living in difficult times. What estate planning documents should you have? It’s ever more important during these trying times that everyone have critical
November 5, 2021
What is Estate Planning?
Estate planning provides a plan for what happens to your assets at your death, and what happens to you and your assets in the event
November 4, 2021