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How Do I Choose My Successor Trustee?
One of the tasks in creating a trust is designating a successor trustee to carry out your wishes when you can no longer act.
3 min read
195 views


What is Community Property in California?
Marital property in community property states is owned by both spouses equally, according to nj.com’s recent article, “Does this house...
2 min read
31 views


Using Portability in Estate Planning
When one spouse dies, it is generally recommended that the surviving spouse consider filing an Estate Tax return to elect portability.
2 min read
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Questions on Estate Planning with Real Estate
People who own real estate do their heirs a big favor by getting their estate planning in order. Having clear intentions laid out in a...
3 min read
14 views


How Do Living Trusts Work?
Living Trusts have become an extremely popular estate planning tool, and for good reason. After all, a properly drafted and funded living...
2 min read
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Estate Planning Attorney Explains Why You Need One
A good estate planning attorney can save your family the stress and expense of court and family feuds that often arise when planning is...
3 min read
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Reasons for a Spendthrift Trust? Think Asset Protection.
Any good estate planning attorney knows that protecting your children from frittering away an inheritance is one of the main reasons for...
3 min read
29 views


Estate Planning Should Include Your Passwords
With most bank and investment customers receiving financial statements electronically instead of on paper these days, your estate plan...
2 min read
44 views


Providing Children with an Unequal Inheritance
When it comes to estate planning with wills and trusts, fair does not always mean equal. Sometimes parents have good reasons for wanting...
3 min read
477 views


Top 3 Reasons to Have a Living Trust
There are many reasons to have a Living Trust. Living trusts (also called revocable trusts and revocable living trusts) are a great...
3 min read
19 views


Estate Planning if You’re Childless
Estate planning is a very personal process. If you’re childless, it’s actually much more important to have an estate plan than you might...
3 min read
58 views


Estate Planning for New Parents
Estate planning is something new parents need to put at the top of their must do list. I know you may be sleep-deprived, overwhelmed, and...
2 min read
7 views


Should I Put My Firearms in a “Gun Trust”?
If you own a gun or are a gun collector, although you likely have heard the term “gun trust,” you may not know what it is, how it works...
2 min read
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Inheritance Trusts Protect Children and Give You Control
Inheritance trusts are used to maintain some level of control in how assets of any size are passed on to and used by another person...
3 min read
91 views


Should I Create My Will Online?
More than 50% of Americans don’t have a will, according to a 2017 survey by Caring.com. A U.S. News & World Report’s article asks “Should...
3 min read
8 views


Updating Your Estate Plan After a Divorce
Updating your estate plan after a divorce should be at the top of your must do list. Forbes’ recent article, “9 Things You Need To Know...
3 min read
11 views


Proper Estate Planning Can Prevent Family Fights
If you’re concerned about family conflict after you pass away, you must have an estate plan to minimize that potential for conflict by...
3 min read
11 views


Six Common Estate Planning Mistakes That You Can Avoid
The number one estate planning mistake is failing to have or to update an estate plan, says the Times Herald in the article “Top six...
3 min read
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What If My Parents’ Executor (or Trustee) Won’t Sell Their Home When They Die?
It’s common when both parents die, that they leave their home to their children. However, what happens when the sibling, who’s the...
2 min read
434 views


Using Life Insurance in Estate Planning
I’m a huge believer in life insurance. For me personally, being properly insured is a top priority, and I suggest the same to many of my...
2 min read
9 views
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