Trusts, Wills & Probate
This post is to provide notice to all of our clients and friends that there is a huge telephone scam going on across the country. Please share it with your friends. Here is the set up: An automated voice calls you and says " This is X from the IRS. The IRS is preparing to file a lawsuit against you…Read More
You can’t plan an estate, make a will, or establish a trust without answering three key questions. These questions create the foundation of documents such as living wills, medical directives, and trusts. Before you begin your estate planning, answer these three important questions: Whom do you want to inherit your assets? The answer to this question can and will change…Read More
The key is to take the first step and meet with an experienced estate planning attorney. Our firm offers a free initial consultation in person or over the telephone for your convenience. From there, we can guide you through the process quickly and efficiently. For most people, estate planning has very little to do with wealth. Estate Planning has to…Read More
Once you have a will or trust on file, you may think you are done with future estate planning. However, there are several circumstances that have nothing to do with you, and a few that do that could necessitate a change. Here are five (5) reason that should cause you to update your estate Planning: Major changes in your financial…Read More
Estate Planning For Parents Who Have Special Needs Children Who Receive Government Benefits is important and can be handled with a Special Needs Trust for the benefit of the child. We offer a free initial consultation for new estate planning clients. Most people are concerned about providing for their children, but when you have special-needs children, it goes beyond just providing…Read More
More than half of all marriages end in divorce, and 75 percent of those who end up divorced will remarry. Research indicates that 65 percent of these relationships will result in more children. Today, 40 percent of adults have at least one step-relative. Therefore, when your life changes, your estate planning goals change as well. Over the past few years,…Read More
There are several elements to an estate plan that are key to your family being taken care of and your financial goals. For our Peace of Mind Planning, I referred to it as “What Tools Do You Have in Your Personal Tool Shed?” The first step is simply to set up a free consultation with an experienced estate planning attorney.…Read More
A silent trust is a trust in which the beneficiary is not a participant, or even knowledgeable of, the intent. A silent trust may be a good option for your situation for a number of reasons. Most people create a silent trust so their children are not aware of what’s in store for them and don’t get a sense of…Read More
Fans of the show Downton Abbey know what an impact estate planning, inheritance and legacy have on the show’s plot. But some of the plot twists driven by estate planning decisions couldn’t happen in the real world. In the first episode of this season (spoiler alert if you haven’t seen it) we see the ramifications of not having a will,…Read More
A living trust is a tool that can benefit anyone, no matter how large or small your assets. A living trust is a trust that puts you in charge during your lifetime, and then passes to a successor after you die. This allows you to get your assets in order while you are still alive and have them set up…Read More