Search Results for: "Living Trust"

July 13, 2023

Exploring the Benefits of Living Trusts for Seniors

Unfortunately, seniors are highly vulnerable to financial abuse and scams, often falling victim to exploitation by both strangers and, distressingly, even their…

Read More…

July 27, 2023

Establishing Your Trust and Choosing a Trustee

Trusts offer benefits beyond wealth accumulation, serving various purposes and addressing specific challenges that go beyond financial considerations. Particularly, trusts can effectively…

Read More…

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 –…

Read More…

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…

Read More…

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…

Read More…

February 15, 2024

3 Common Probate Questions: Estate Planning Basics

When people pass away, they leave behind assets, property, and possessions that can have sentimental and real value for surviving family members…

Read More…

May 11, 2023

Choosing to Do Your Own Estate Planning Can be Risky

You may think creating your estate plan with do-it-yourself documents will save you cash. However, it can be costly in the end,…

Read More…

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…

Read More…

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….

Read More…

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….

Read More…