Skip to Content

How to Help Your Loved Ones (and Assets) Avoid Probate

Tue 15 Sep, by on Estate Planning, Probate

How to Help Your Loved Ones (and Assets) Avoid Probate

Today, many people are using a revocable living trust instead of a will or joint ownership as the foundation of their estate plan. When properly prepared, a living trust avoids the public, costly and time-consuming court processes of conservatorship or guardianship (due to incapacity) or probate (after death). Still, many people make a big mistake that sends their accounts and property and loved ones right into the court system: They fail to fund their trust. …

Buckle Up: The Safe Choice When Traveling the Roads

Fri 11 Sep, by on Personal Injury

Buckle Up: The Safe Choice When Traveling the Roads

By now, most people are aware of the importance of using seat belts when in a vehicle. We also have all heard the phrase ‘seat belts save lives.’ Fortunately, it appears that these messages are having an impact, as seat belt use nationwide is increasing. However, there is still a need to address seat belt safety. This is because many people still die or are injured in crashes every year due to not wearing a …

Trust Funding: Setting Your Trustee Up for Success

Thu 10 Sep, by on Firm News

Trust Funding: Setting Your Trustee Up for Success

For many people, a revocable living trust is a valuable tool to ensure that their finances are well managed during periods of incapacity and that their loved ones are financially secure upon their passing. However, signing the trust agreement doesn’t end the estate planning process: To work properly, the trust needs to be funded. What Is Trust Funding? Trust funding is the process of transferring the ownership of accounts and property to the trust during …

Important Steps to Protect Your Special Beneficiaries

Thu 3 Sep, by on Estate Planning, Probate

Important Steps to Protect Your Special Beneficiaries

All children are a blessing. From the day they are born, you begin making plans to ensure that your child or grandchild has a bright future. What will their interests be? What job will they have? Who will they marry? While these are common concerns for most families, for those with a special needs child or grandchild, taking steps to ensure they have a safe, happy, and healthy future is even more important due to …

Saving for College: What If There Is Money Left Over?

Wed 26 Aug, by on Estate Planning, Probate

Saving for College: What If There Is Money Left Over?

Setting money aside for your children’s or grandchildren’s education is a great way to provide for their future. However, it is possible that not all of the money you have set aside will be used for college expenses. For example, your child may receive a large scholarship and will not need to use all the money you have saved, or your grandchild may choose a trade school that is less costly than you expected. Alternatively, …

Scroll To Top