A Commitment
to Each Client.
You want as much of your property as possible to pass to the people you love when you die. Careful estate planning can help you minimize the risk of creditor claims and taxes cutting into what your loved ones inherit. Unfortunately, your plans can end up undermined by...
Most adults have bank accounts that they use on a regular basis. One question that often comes up when a person dies is who will get control of the bank account. You can make your wishes clear about this by getting the Totten trust for the bank account set up. A...
There’s nothing worse than being coerced into something that makes you uncomfortable, i.e., being a victim of undue influence. Undue influence is when a person uses their relationship with someone else as leverage to pressure said individual into making a decision,...
One scary thing to think about is becoming incapacitated to the point that you can’t make decisions for yourself. This means that someone else will have to take care of your finances and your medical care decisions. You can provide protection for yourself by taking...
Life and financial situations can change quickly and without expectation. Certain conditions could make updating your will a smart idea. However, the unpredictability of life can mean that you wish to make changes to your will down the road. Certain conditions, like...
When a testator goes through the trouble of setting up a trust for their heirs, the odds are high that they had some specific goals in mind. The court generally doesn’t want to interfere with those goals – but mistakes can happen, laws can change and the need for...
Many people dread the idea of estate planning because it involves, in large part, thinking about a future where you won’t be around. However, it’s not unusual once you begin the process to appreciate the opportunity you have to make sure your wishes are known and...
Including a trust in your estate plan comes with multiple benefits. It saves time, reduces estate taxes and ensures that your assets are distributed according to your wishes. Most importantly, a trust gives you control over your assets even after your passing. If you...
A will is the most common estate planning tool people use to bequeath their estate. However, there is more to estate planning than putting your last wishes on paper when passing over the estate to your loved ones. First, a will comes with some uncertainties. What if...
There are various important aspects of estate planning, with drafting a will being at the top of the list. A will provides instructions about how your assets should be divided if you become incapacitated. It can also designate legal guardians to look after your...
