Top 3 Things That Overcomplicate an Estate

Top 3 Things That Overcomplicate an Estate

No Need to Overcomplicate an Estate Far too often, the general public has ideas about estate planning they get from popular television shows to the point they believe that it is mandatory to have a lawyer read the will to a well-dressed family in front of a roaring fireplace with everyone sipping brandy from large […]

The Red Tape Estate: The Probate Process Explained

Probate Attorney looking questioningly in front of a courtroom gallery surrounded by red tape

Ever since my grandfather passed on and my grandmother had to deal with a year and a half of uncertainty, convoluted procedures, and legal bills, I made it my mission to find ways for my clients to avoid the red tape of probate. But not only did I want to help my clients, but I […]

Charity Minefields in Estate Planning

Charities-in-Estate-Planning-Image-of-Attorney-with-questioning-look-in-front-of-warning-sign-about-mines

Giving to charities through gifting and estate planning can provide may rewards, and not just a good feeling knowing you are helping others. There are plenty of tax breaks that can come along with being charitable. However, there are also several minefields that can unintentionally hurt you and your loved ones if the transition isn’t […]

Schedule A is Missing

Schedule A is Missing

You know a plan is broken into a thousand-piece puzzle when the pages of the trust were taken out of the binder, put back out of order, and some pages are missing. But what happens when the “all-important” (sarcasm inserted here) Schedule A is one of those missing pages? It turns out in California that […]

Andrew Tate and 2023 New Year’s Revolutions

New Year's Revolutions and Andrew Tate

It sounds ridiculous that it even has to be stated, but with the New Year we need to focus on fact-based solutions to our problems… and that will be considered “revolutionary.” As I usually do, I have been on my annual end-of-year break and, unfortunately, I had a chance to dig a few inches deep […]

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 […]

How to Buy Out Siblings From a House

How to Buy Out Siblings From a House

One of the most expensive estate assets for many families is their home, usually coming in second only to retirement accounts in terms of value. When the house ends up being far and away the most valuable asset in the estate, there are multiple children who are to be treated equally… BUT one of the […]

Legacies: What We Leave Behind

Legacies

What We Leave Behind is More Than Money When it comes to estate planning, it comes down to what assets you want to pass along and how it happens. However, the legacies we leave behind are often far more than money. In this broadcast originally to The Plain English Attorney Community, attorney and author Jeffrey […]

How Much Is An Estate Plan?

Estate Planning Costs

When approaching something new and unfamiliar, people tend to think of things like estate planning in the simplest terms possible. However, it’s not like going to the grocery store to buy a gallon of milk where there may be some small differences, but by and large, there is not much of a price difference and […]

The Advanced Institute is Back

My Presentation Was On Medicaid Planning. The Estate Planning Source, an organization I have been affiliated with for many years, has undergone some challenges lately in addition to the COVID issues facing every other business. With the purchase of the business finalized in May by long-time employee Bobbie Setser, the organization is holding its first […]