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Revocable Trusts Must Be Funded to Make Estate Plan Work

May 8, 2023

The primary benefits of revocable trusts only are available if a revocable trust is FUNDED during life. Unfortunately, experienced estate planning attorneys often have clients who delay the funding of their revocable trusts until it is too late and miss many of the benefits that these trusts provide.

Estate Planning

What Exactly Is Probate Court?

May 5, 2023

A formal probate process involves specific, usually straightforward steps. Issues that may arise during the process can lengthen the time it lasts until it is closed by the court.

Estate Planning

What Elements are Overlooked in Estate Plans?

May 3, 2023

There are certain provisions that people often forget to put in a will or estate plan that can have a big impact on a family.

Estate Planning

You Can Avoid Unintended Consequences

May 1, 2023

Although there is certainly no shortage of people with selfish or malevolent intent, a great number of estate plans that end in disaster are due to unintended consequences.

Estate Planning

Single Parents Need Estate Planning

April 28, 2023

Nobody likes thinking about what happens if they should become incapacitated or die. However, we all need to have a plan in place for just these possibilities.

Estate Planning

Why Is ‘When’ the Big Question in Estate Planning?

April 26, 2023

People approaching retirement ponder numerous questions. However, I’ve found that many of the most important questions revolve around the word ‘when.’

Estate Planning

What Should Women Know About Estate Planning?

April 24, 2023

It is essential that women do not surrender the responsibility of managing their financial affairs and devising their estate plan to their family … but take complete charge of this important duty.

Estate Planning

Top 10 Estate Planning Myths

April 21, 2023

Everyone needs to worry about estate planning. That planning doesn’t only pertain to what happens when you die but what could happen if you end up incapacitated.

Estate Planning

Protecting Inheritances in a Blended Family

April 19, 2023

As divorce and second marriages become increasingly common, more people find themselves raising children who are not biologically their own. Estate planning for blended families should address this unique situation.

Estate Planning

Key Components of an Estate Plan to Tackle First

April 17, 2023

Having the right legacy plans and documents in place is one of the most important steps aging individuals can take, both to give themselves peace of mind and to avoid the possibility that confusion will make an already challenging situation even worse.

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