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DIY WILLS AND TRUSTS – Read This Before You Proceed

Among the types of estate planning, a last will and testament are among the most common. This typewritten document is the legal tool that helps you communicate your wishes as to how your assets will be disbursed. Today, we are seeing many people turn to DIY Wills and...

UPDATING YOUR ESTATE PLAN – 5 Key Estate Planning Points To Consider

It is common to meet people who have the notion that estate planning is just a one-time process. But that shouldn't be the case because you must ensure that your plan aligns with your life’s changes. Setting aside valuable time to go over your plan annually, and...

ADVICE FOR SAME-SEX COUPLES AFTER THE SUPREME COURT’S RULING IN OBERGEFELL V. HODGES RULING

[vc_row][vc_column][vc_column_text]Obergefell v.Hodges, the Supreme Court’s ruling making same-sex marriages legal in all 50 states, has major estate planning implications for same-sex couples. The Court held that same-sex married couples are entitled to equal...

5 HIDDEN DANGERS OF JOINT OWNERSHIP WITH A CHILD

[vc_row][vc_column][vc_column_text]A common question I am asked is whether probate can be avoided if assets are owned jointly with a child. I would like to share just four of the disastrous reasons why you should not add a child’s name to the title of an asset just to...

MYTHS AND MISUNDERSTANDING ABOUT REVOCABLE LIVING TRUSTS

[vc_row][vc_column][vc_column_text]People often hear things about living trusts from friends, family members and the media, and just assume they are true without taking the time to check them out. Here are some common myths and misunderstandings: 1. A living...

WHY CHOOSE A REVOCABLE LIVING TRUST OVER A LAST WILL AND TESTAMENT?

Many people now prefer an estate plan that uses a revocable living trust over a will as the primary estate planning document. Here are four reasons why: A properly prepared and funded revocable living trust plan avoids probate at death, including multiple probates if...

WHEN SHOULD I BEGIN PLANNING MY ESTATE?

[vc_row][vc_column][vc_column_text]The problem with estate planning is that you never know when you are going to die. I just came from a meeting with a client and they said well, next year we are going to do this and the next year we are going to this other. And I...

WARNING: YOUR CHILDREN’S FUTURES ARE AT STAKE

Have you ever thought about what would happen to your minor children if you died without a Will? Many young families do not think about the consequences of such a tragedy. We all assume that we will live forever into our golden years, all the while running the risk...

SCARY FACTS ABOUT NURSING HOME POVERTY

I met a couple recently, Rose and John, who had been married for over 50 years. Rose informed me that they were recently divorced. I am sure by the look on my face, she could tell I was shocked and confused, since they were standing together in front of me. Rose...