Category: Tier 1: Core Estate Planning

Top 5 Benefits of having a Revocable Living Trust

family trust

The answer to this question will depend largely on the age and experience of your Estate Planning lawyer. During the first 20 years of my career, my top three benefits of a Revocable Living Trust would have been “avoid Probate,” “avoid Probate,” and “avoid Probate.” Now, finishing up the second 20 years of my career, […]

Who Has More Authority; Power of Attorney, Executor or Trustee?

Business professional overlooking city skyline from modern office window.

Many people are confused about the different legal titles, especially what power and authority a person has acting as a Power of Attorney for another person versus the power and authority of an Executor under a Will or a Trustee under a Trust. Actually, they have a lot of similarities. All of these documents […]

ESTATE PLANNING 101

Business professional overlooking city skyline from modern office window.

What is Estate Planning in General? Estate Planning is a process, not an event – It is a process of planning for the transfer of wealth from a decedent to his or her heirs in the most cost-effective manner to carry on their legacy. Benefits Avoid Probate – Time and Money – Attorney supervises […]

Top 5 Reasons Why Right Now is the Best Time to Update Your Estate Plan

A woman reading a legal document titled "East St. and Testament" for estate planning.

As the past several weeks have shown us, life is unpredictable. You may have had life changes since you created your estate plan, especially if your plan was done several years ago. Let us help get your documents updated now so your estate plan will work for you the way it is intended. Top 5 […]