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How to Avoid Family Infighting Over an Inheritance

After a loved one passes away, one of the biggest obstacles families face is passing wealth onto the next generation. Unfortunately, family dynamics can spur conflict and infighting among children and other family members. No matter how well you work on your estate planning your family can still make things difficult. One of the hardest parts […]


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Setting up your Living Will and Trust Has Become a Popular Activity During the Pandemic

With all the extracurricular activities that we are partaking in during this pandemic: bike riding, quilting, bread baking, and reading, there is one more that you should consider. Right now add setting up your living will and trust has been added to the list of items that have become more popular during the pandemic. During […]


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Top 5 Tips to Get Your Affairs in Order

Death or incapacity can creep up on anyone. If you’re not prepared, your family could bear a heavier burden when handling your estate or financial affairs. Here are five tips to help everyone lighten the load. Create an Estate Plan One of the most important things you can do to get your affairs in order […]


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The Importance of Advance Healthcare Directives- What are They?

An advance directive is a legal document that allows you to proactively make certain choices about your medical decision making and end-of-life care prior to a crisis. An advance directive allows you to tell your loved ones and health care professional in writing who you want to make medical decisions on your behalf; who you […]


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Common Bad Excuses for Putting Off Estate Planning

More than half of Americans over the age of 55 do not have an estate plan in place. Even more troubling, only 18% of people over the age of 55 have all of the recommended legacy documents, including a last will and testament, health care directive, and statutory durable power of attorney. So, what are […]


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Virtual Estate Planning

Attorneys these days are connecting with clients via video conference realms like Zoom or Skype in the comfort of their own home. The basic estate planning documents that clients want to discuss are: a trust to name who should inherit their property, a durable power of attorney that assigns an agent to make financial decisions for […]


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Important Issues to Consider When Setting Up Your Estate Plan

Often estate planning focuses on the “big picture” issues, such as who gets what, how to avoid probate, and tax planning to minimize gift and estate taxes. Often, there are many smaller issues, which are just as critical to the success of your overall estate planning. Below are some of the issues that are often […]


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Why Most Living Trusts Don’t Actually Work

In the United States, 75% of Living Trusts will be totally ineffective when the Trust creator dies. Why? Most people have and create a living will and trust in lieu of traditional Wills to dispose of their estate because they have been promised that a Trust avoids probate. Well, that’s partly true. In fact, a […]


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Protect Your Home and Family from Probate with a Living Trust

In a perfect world, your ownership or share of ownership in your home would automatically to your spouse, children, or other chosen beneficiary as directed in your will. However, when you leave your real estate assets to your survivors via your will, those assets will need to go through probate. Additionally, there is always a […]


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Trust-Based Estate Plans

Plans Considering the benefits of a Revocable Living Trust, few families can afford to be without one. The objective of estate planning is to ensure that you control your estate, and ultimately transfer it to whom you want at the least cost as quickly and simply as possible. The process of estate transfer can be […]