“Buckets of Assets” – the Key to Understanding Probate The biggest mystery to families in settling a loved one’s affairs, or establishing their own estate plan, is probably understanding what legal document controls the disposition of assets. Most people believe that it is the Last Will and Testament that controls. In reality, the Last Will […]
Navigating estate planning is a comprehensive process that involves making arrangements for the management and distribution of your assets and properties after your death or incapacitation. It is a crucial aspect of financial management that often gets overlooked or delayed due to its complexities and uncertainties. However, understanding the fundamentals of estate planning can empower […]
Trust Administration: What Now? One of the biggest myths of estate planning is the thought that an attorney is no longer needed if the decedent died with a Living Trust. It is true that settling the affairs of a loved one who created a Trust is easier and less costly than settling an estate thru […]
The Three Tiers of Estate Planning As an Estate Planning Attorney for over 33 years, you start to see trends in planning, common fears that clients face and strategies that gain in importance and favor, to only fall out of favor for more recent trends and strategies. I have practiced Estate Planning thru numerous Presidents […]
