Trusts

January 6, 2022

Tips on Preparing an Estate Plan For a Blended Family

Inheritance distributions in blended families can be inequitable resulting in hurt feelings and possibly lengthy court battles. While you cannot legislate from…

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December 2, 2021

Add a Personal Property Memorandum to Your Will or Trust

When a family member has passed, the family occasionally ends up arguing over personal property. Arguments can take place over things like…

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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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November 11, 2021

How Do I Know if I Need Probate?

Probate is the legal process by which the estate is authenticated and the deceased’s assets are distributed to the beneficiaries. Whether or…

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October 14, 2021

Establish a Trust to Pass Wealth and Family Values on to Your Children

Parents need to instill family values at an early age to ensure the adoption of these family values. Undoubtedly the best time…

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October 7, 2021

Short-Term Disability Insurance and Its Many Benefits

Imagine this scenario, an unwed middle-aged lady, Sandy, being the sole caretaker for her 85-year-old mother. Sandy still worked full time and…

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September 23, 2021

How an Estate Planning Attorney Can Help You Protect Your Children’s Inheritance

Protection of your children’s and grandchildren’s inheritance from creditors can be accomplished through estate planning. A simple way to achieve inheritance protection…

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September 2, 2021

A Guide for Understanding How Pet Trusts Work

Hotel heiress Leona Helmsley left a trust fund for her Maltese dog named “Trouble” to the tune of $12 million dollars in…

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August 26, 2021

What You Can Do for an At-Risk Family Member

Substance abuse, suffering from mental disability, or living on the streets are just some of the real-life issues people are grappling with…

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August 12, 2021

Estate Planning for the LGBTQIA+ Community

To protect our loved ones and our assets, estate planning is important to any individual regardless of orientation. In the LGBTQIA+ community,…

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