1 08, 2014

3 Ways to Minimize Estate Planning Fees

2018-02-02T22:10:54-05:00August 1st, 2014|

Today, it is impossible to put together even a simple estate plan without the assistance of an experienced estate planning attorney. Why? Because estate planning laws vary greatly from state to state and these laws are extremely convoluted and constantly [...]

1 07, 2014

Will Your Revocable Living Trust Avoid Probate? It Depends.

2018-02-02T22:10:54-05:00July 1st, 2014|

If you’ve set up a Revocable Living Trust, congratulations! You’re definitely on the right track. But…you’re only half way there. Many believe because they took the time to create a Trust, their estate will automatically avoid probate. Unfortunately, this is [...]

1 07, 2014

Why Does Probate Take So Long?

2018-02-02T22:10:54-05:00July 1st, 2014|

Probate can be easily avoided, but most estates are dragged through the process. Why? Many people fail to create an estate plan, so probate is required. And - others plan with just a Will, so probate is required. As a [...]

1 07, 2014

How to Get Organized to Meet With Your Estate Planning Attorney

2018-02-02T22:10:54-05:00July 1st, 2014|

OK, great! You’ve finally decided it’s time to meet with an estate planning attorney and get your affairs in order. It’s time to make sure your family is protected. Now that you’ve scheduled the first appointment, what’s the next step? [...]

1 06, 2014

AB Trusts – Do You Need to Get Rid of Yours?

2018-02-02T22:10:54-05:00June 1st, 2014|

Are you married and is the last time you and your spouse updated your estate plan more than a few years ago? Then chances are your estate plan contains good old “AB Trust” planning (also called “Marital and Family Trusts” [...]

1 05, 2014

Who Needs an Estate Plan?

2018-02-02T22:10:54-05:00May 1st, 2014|

If you’re reading this, you need an estate plan. Why? The short answer is “Everyone, age 18 and older needs an estate plan.” It doesn’t matter if you are old or young, if you have built up considerable wealth or [...]