Skip to Content

Keeping the Peace After You Are Gone – Planning With an Aim Towards Building Unity

Fri 25 Sep, by on Estate Planning, Probate

Keeping the Peace After You Are Gone – Planning With an Aim Towards Building Unity

A will or trust contest can wreak havoc on families. The conflict can result in possibly irreparable resentment and loss of familial communication. Old rivalries and disputes can resurface during the trying time that occurs after the death of a loved one, especially a parent.  But careful estate planning can help you substantially reduce the risk, or even avoid this problem entirely. Let’s take a look at a few of the ways you can build …

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. …

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, …

Three Proven Estate Planning Strategies

Wed 12 Aug, 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 …

Scroll To Top