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Caught in the Undertow – How No Estate Plan Could Leave Your Family Overwhelmed

Wed 30 Sep, by on Estate Planning, Probate

Caught in the Undertow – How No Estate Plan Could Leave Your Family Overwhelmed

Many people love to spend part of their summer vacation at the beach, enjoying the ocean and sunshine. But there may be unseen dangers that are crucial for beachgoers to keep in mind: For example, the undertow is a current of water, often quite powerful, below the surface, that is moving away from shore when waves are approaching it. It can easily knock a smaller person off balance and could be dangerous for those who …

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. …

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 …

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