Estate planning simplified

Estate planning simplified
ESTATE PLANNING SIMPLIFIED….THREE QUESTIONS TO ANSWER Chances are if you have done a little research on estate planning, it might be confusing.  The Internet can be like trying to take [...]
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The true costs of probate: money / time / sanity…
A primary goal of almost all of my estate planning clients is to avoid probate. Probate is the process by which the assets of a decedent are administered through the [...]
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Case Study: Guardianship choices where couple is divorced and have minor children…
Case Study: Guardianship choices Mom and Dad are recently divorced and have a Daughter, age 5, together.  The custody arrangement is that Mom has primary custody during the week and [...]
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Case Study: Living trust to avoid probate…
Case Study:  Younger Parents with Minor Children Who Have Moved From Out of State   This case study family has five members:  Mom and Dad are in their early 40’s [...]
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Article: The Impact of Divorce on Your Estate Plan…
If you or anyone you know is facing divorce or is divorced, please read the helpful article below… Impact of Divorce on Your Estate Plan  
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Estate Planning 101: What is a pourover will?
A pour-over will is a will used in conjunction with a revocable living trust to dispose of property owned by a person at their death which not transferred to the [...]
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