Estate Planning Services
NEWS and ARTICLES
Probate Series (Part 1): What is Probate
Probate is a court supervised process that takes place after someone dies. The word “Probate” derives directly from the…
READ MORE →No Estate Plan? Prince: A Cautionary Tale
For this week’s blog post, I wanted to expand on the Forbes article that we posted yesterday on Facebook.…
READ MORE →Should I Include My Vehicle in My Trust?
As an Estate Planning Attorney, my main goal is to ensure for clients the transfer of their assets…
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Should You Keep Your Estate Documents in a Safe Deposit Box?
After you get all of your legacy planning paperwork completed and updated, notify the right individuals and store it properly.
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Protecting Your Special Needs Child
While many parents become experts at how their health insurance, government benefits and SSI work, they have no…
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Estate Planning at the Holidays?
Every year the Holiday Season seems to start the day after Halloween, to some even earlier! Many companies…
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Estate Planning Basics for New Parents
You’re a Mom & Dad. What Now? Congratulations! You have experienced one of life’s true miracles! You have…
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Using a Tailored Living Trust to Protect Family
A few customized estate planning clauses in your Tailored Living Trust can mean all the difference for your…
READ MORE →How to Add a Legacy Contact on Facebook
Though, like with much estate planning, this might have morbid undertones for some, many may find this new…
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Did You Know: Beneficiary Forms Override Estate Planning Docs
Did you know that any beneficiary forms you sign with a bank or other institution will override your…
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4 Major Reasons People Avoid Preparing a Will
There are common statistics shared in the Estate Planning Industry and they basically reveal that most Americans are…
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Three Documents You Need When Your Son or Daughter Turns 18
As you probably know, most states have laws that teens come “of age” at 18. This means that…
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