Revocable Trust Will What is it? A legal document that places assets into a trust during the Trustmaker’s lifetime, managed by a Trustee, with terms…
For business owners, a well-structured succession plan is essential for ensuring the long-term success of their company. Without a clear plan in place, a business…
Probate is the legal process of settling a deceased person’s estate, but many families prefer to avoid it due to the time, cost, and public…
Advantages Disadvantages Freezes the Value of an Asset; Reduces Estate Taxes – Gifting an asset that is rapidly appreciating (e.g. shares, crypto currency , real…
When the stock market takes a nosedive, the headlines are filled with anxiety-inducing words like “plunge,” “collapse,” “sell” and “turmoil.” But amid the panic, there…
“Texas-sizing” Your Estate Planning documents You have finished unpacking. The kids are in school. You have located the grocery store, the vet and the post…
If you are a parent of young children, it is important for you to designate a guardian for them in the unlikely event something happens…
The recent passing of actor Gene Hackman and his wife, Betsy Arakawa, has highlighted several crucial aspects of estate planning. The couple, who led a…
It has always been my belief that it “takes a village” to raise children and grandchildren. That means, to me, that different perspectives, different skills…
1. ENSURING YOUR WISHES ARE LEGALLY VALID Contrary to popular belief, a one-size-fits-all approach to estate planning rarely suffices. An estate planning attorney understands that…