Skip to Content

When Is It Critical to Review Your Estate Plan, and Why?

Fri 11 Nov, by on Estate Planning, Probate

When Is It Critical to Review Your Estate Plan, and Why?

Just like other important life tasks, your estate plan deserves your time and attention. It’s important that you work with us to review your estate plan at least once a year. Think of this as your estate plan’s annual physical exam, and remember—prevention is the best cure. An annual exam isn’t necessarily the only time we see a doctor. Similarly, an annual planning meeting isn’t the only time you need to consider your estate plan. …

Your Personal Property Memorandum: 4 Tips for Success

Fri 22 Jul, by on Estate Planning, Probate

Your Personal Property Memorandum: 4 Tips for Success

What is a personal property memorandum? It is a frequently-used estate planning document that provides an opportunity to expand upon your will or trust. Many wills or trusts simply divide the whole of an estate equally between surviving family members.  But, what if you’d prefer a more detailed plan for particular items you want to leave to specific individuals? If you’d like to ensure that specific property or items in your estate are left to …

Three Proven Estate Planning Strategies

Fri 24 Jun, by on Estate Planning, Probate

Three Proven Estate Planning Strategies

Estate planning is complex and continually evolving. Often, affluent families are “early adopters” of the newest and best estate planning strategies. Luckily, by working with us, you can benefit from the same estate planning strategies that affluent families do. Here are a few techniques we should discuss soon. 1. Maintain an up-to-date, trust-centered plan The foundation of your estate plan must achieve your goals and needs. Wealthy people tend to utilize estate plans with all …

The Importance of a Successor Trustee

Wed 15 Jun, by on Estate Planning, Probate

The Importance of a Successor Trustee

An estate plan that includes a revocable living trust is an excellent way to protect yourself and your loved ones upon your passing or in the event you are unable to manage your own affairs. As opposed to other estate planning options, a revocable living trust gives you the ability to keep control of and enjoy your accounts and property during your lifetime and to maintain privacy in how the accounts and property are managed, …

Wills vs. Trusts: In Plain English

Fri 3 Jun, by on Estate Planning, Probate

Wills vs. Trusts:  In Plain English

Everyone has heard of wills and trusts. Most articles written on these topics, however, often presume that everyone knows the basics of these important documents. But, in reality, many of us do not – and with good reason – as they are rooted in complicated, centuries-old law. If you are not an estate planning attorney, these concepts tend to remain merely that – concepts. So, if you are “fuzzy” about wills and trusts, know that …

Scroll To Top