As local kids prepare to head back to school, parents will soon be inundated with paperwork, including the task of filling out routine school emergency cards that request the full names and contact information of other adults who can be…
Imagine spending thousands of dollars on an estate plan to protect loved ones, only to find that no true protection exists. Unfortunately, this scenario happens on a regular basis to individuals who are victims of estate planning schemes. According to…
Many people own property in more than one state—perhaps a vacation home in Florida, a rental property in a former home state, or even a car titled in another state. It is important to think about how that property will…
Nothing lasts forever. While trusts can stretch across generations and keep valuable money and property within a family, no trust has unlimited funds or an interminable time horizon. Every trust, at some point, will end. The reasons why a trust…
You finally bought that vacation home you’ve always wanted. How can you add it to your estate plan? When it comes to planning your estate, a vacation home is very different from your primary home. Here are some things you…
Owning a business can be an all-encompassing task. When you are focused on the day-to-day management and administration of your business, it can be hard to think long-term about a succession plan. However, planning for the future of your business…
The death of an iconic figure can sometimes impact us deeply because it reminds us of our shared humanity. With a celebrity’s passing, we realize that death is an equalizer. It also reminds us of the importance of estate planning…
Connect on Facebook Share Schedule A Strategy Session 3 Simple Ways to Avoid Probate Costs – aubreylegal.com Name a Beneficiary. The probate process only applies to those accounts or other property that are in your name at your death. By…
Marital planning in the joint trust context can be complex. This article examines the tax and non-tax implications of four main marital options upon the death of the first spouse. The options we will explore are: (1) leaving all property…
Throughout their lives, parents go to great lengths to ensure that their children are protected. The desire to keep one’s children safe and well-positioned in life is so strong that it often leads to worries about how children will stay…