If you need estate planning or probate help, we should talk. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in-person). Estate Planning …
If you need estate planning or probate help, we should talk. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in-person). Estate Planning …
Read MoreDo I Need a Tax Identification Number for My Revocable Trust?
If you need estate planning or probate help, we should talk. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in person). Estate …
You have a few options to consider when creating an estate plan – for instance, should you create a will or a trust? For many a revocable trust, or also known as a living trust, is a great option because …
Executor’s Duties An executor, sometimes called a personal representative, is the person who is named in a will, appointed by the court, and responsible for probating the will and settling the estate. Depending on the state, an executor may work …
Hugh Hefner was known for throwing lavish and decadent parties at his Playboy Mansion. The parties were often described as wild affairs that lasted well into the night. Hefner might have been known for these wild parties, but he wanted …
There are several parts to an estate plan, one of them being a living trust. Common factors that prompt someone to create a trust include privacy, tax benefits, avoiding probate, and caring for family members with special needs. Estate planning …
One of the most popular questions that I get from potential clients is what’s the difference between a will and a trust. Most articles on this topics, however, often presume that everyone knows the basics of these essential documents. But, …
While the term fiduciary is a legal term with a long history, it very generally means someone who is legally obligated to act in another person’s best interests. Trustees, executors, and agents are all examples of fiduciaries. When you pick …
Today many estate plans contain trusts that will continue for the benefit of a spouse’s lifetime and then for the benefit of several generations. Since these trusts are designed to span multiple decades, it is important for the trust creator …
