Trust Disputes vs. Probate

Many people use trusts to achieve specific estate planning goals. Such trusts are designed to save money by avoiding probate fees and delays, and by deferring or reducing estate taxes. …

State to State Estate Planning

Relocating to a new state often creates issues affecting estate planning.  Many people wonder if they need a new will or trust when they move from one state to another. …

Second Marriages Later in Life

Second marriages later in life can be wonderful experiences and often should be encouraged, but they are not without some special considerations. Often, older couples have to cope with adult …

Inheritance in Trust

Getting an inheritance in trust may be the best way to get (or give) an inheritance. Let me explain. Most clients want all or at least part of their estate …

Changing Your Will or Trust

The situation is common.  A client has a will or trust prepared by legal counsel.  Sometime later the client wishes to make changes to the estate plan.  The question is, …

Funeral Planning & Legal Issues

When you die, who will decide what happens to your body?  Who will decide your burial location and the funeral arrangements? If a daughter from an earlier marriage wants her …

What is Probate?

It is common to hear the statement, “I want to avoid probate” or “I don’t want my family to go through the horrors of probate.”  When you ask these same …

Your Estate is More than Assets

Even if your children are grown with families of their own, you can probably remember scenes of sibling rivalry when they were younger. In some families, the competition continues into …