Search Results for: "Living Trust"

November 18, 2021

A Guide for Understanding Irrevocable Trusts

A client asked us this interesting question: After my brother died, he left money in a revocable trust for my children –…

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June 2, 2021

Discerning Wills and Trusts

There are different benefits to using both wills and trusts for estate planning purposes. Each state has specific laws and regulations governing…

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Should You Own Your Timeshare in Your Trust?

Timeshares have come a long way since they first arrived in the real estate market back in the ’70s. In the early…

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March 16, 2023

A Guide to Avoiding Probate Litigation

There are many types of probate litigation, including guardianship and conservatorship disputes, will contests, conflicts over family real estate, and true intentions…

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March 2, 2023

Estate Planning for LGBTQIA+ Communities

To protect your assets, your wishes, and your loved ones, estate planning is vital regardless of your gender identity or sexual orientation….

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October 6, 2022

The Probate Process

Probate proceedings seek to validate the decedent’s last will and retitle the estate’s assets into the name of heirs according to the deceased’s wishes….

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July 7, 2022

An Overview of Probate

The American Bar Association (ABA) describes probate as the legal process that recognizes a will and names the personal representative (executor) to…

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June 23, 2022

Estate Settlement: What You Need to Know

You must consider certain criteria when you need to select an executor for your estate, or accept the responsibility yourself as a…

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May 19, 2022

A Lifetime Money Management System for Special Needs Children

For estate planning, special needs children present a unique challenge. Optimizing your estate to use, enhance, and enrich assets for your special…

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April 21, 2022

Planning for the Generational Wealth Transfer

Planning ahead is important for securing a legacy that will remain for future generations. There are always generational differences of opinion as…

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