Should I do a Will or Trust

Should I do a will or trust

This question of a will or trust comes up all of the time when it comes to estate planning. Unfortunately, many attorneys and other professionals try to cram and squish this very subjective square peg into an objective round hole with a sledgehammer. The fact is that there is no simple “one-size-fits-all” number answer to […]

I Want a Revocable Living Trust

I Want A Revocable Living Trust

I Want a Revocable Living Trust… Do I Need a Will? “Well, if you have a Revocable Living Trust, don’t you also need a Will?” the other attorney asked. “Yeah, you need a Will,” I responded. “Ah ha!” the other attorney exclaimed as if he has just made some profound and overriding point to justify […]

Declare Independence From Probate

Independence from Probate

I wrote this blog back on Independence Day, but I wanted to share it with everyone. I Want You to Declare Independence From Probate I know it sounds like a stretch to compare our country’s independence to estate planning, but hear me out on this. In 1776, our colonial leaders decided they didn’t want government […]

Joint vs Individual Trusts for a Couple

Joint vs Individual Trusts

The Pro-Con Checklist for What’s Right for YOUR Situation This happens quite frequently when couple-clients move to the area, ask to meet with me about updating their current estate plan… and they have two trusts. Or when meeting with clients who want to avoid probate for their estate, but are just starting to learn about […]

They Passed, But I Need To Get Into Their Bank Account

Bank Account - Letters Testamentary

The situation is extremely typical among people who haven’t had to deal with a probate estate before, and my office gets these initial calls all the time. “So-and-so passed on, I need to get control of their checking account, but the bank said I need Letters Testamentary. Can you type those up for me?” Unfortunately, […]

The High Cost of “Low Probate Fees”

Low Probate Fees High Cost

Probate Fees “Probate fees in our state are not that high.” Unfortunately, I hear this from some attorneys who focus their practice on handling probate, and probate is exactly what you get when you rely on a Last Will and Testament for your estate plan. Considering the massive attorney’s fees involved in handling full-blown probate […]

Age of Inheritance

Estate Planning Age of Inheritance

[Please note that this is a frequent “reprint” article for our office. We intentionally re-release this important information at least once a year to our clients through the newsletter because the issue tends to come up. If you have any questions on this information about your own plan, then please schedule an appointment with the […]