All Posts

What is going to happen to "my stuff"? What are beneficiary restrictions and designations? Where do I leave gifts to charities and individuals? What is the difference between specific gifts and personal property?

Basic estate planning techniques for todays modern blended family.

What is "reasonable compensation" for trustees? How beneficiaries may ensure it is reasonable.

Why you should consider equitable distributions to children when family businesses or prior monetary gifts are involved. How flexible provisions and careful planning can help.

Why you should be over concerned with creating a irrevocable trust, even in a state that favors them.

Why a marital or joint trust is the default for married couples. Why separate or individual trusts may not be necessary.

Should surviving spouses be allowed to amend a marital trust?

How can a trust protect my heirs from creditors and divorce settlements?

Homestead Exemption - Simplified How does it protect me and how much is protected from creditors?

The key difference between an immediate power of attorney and a springing power of attorney lies in when they become effective.

What are HEMS?

Business owners should pay careful attention to Control, Privacy, and Continuity of Business Affairs.

A review of the advantages and disadvantages of multiple trustees working together.

Why do we default to the same individual serving as- Power of Attorney, Executor, and Trustee?

Here you can review the standard and additional features found in all of our Trust-Based Estate Plans.

This is a one page description for clients with insights to consider for the 5 primary questions they will need to consider...

Learn more about a Revocable Trust Based Estate Plan and how the documents within the plan work together.

We have several disqualification questions at the beginning of the estate planning process, learn more about these here.

Looking for an easy to digest explanation of estate planning services for your website? Look no further- use this sample or create your own!

Understand the pros and cons, and the probate process. Plus, how to avoid it by using an alternative type of estate plan, a revocable trust.