Who gets Your “Stuff”: Four Tips for Success
What is a personal property memorandum? It is a frequently-used estate planning document that provides an opportunity to expand upon your will or trust. Many wills or trusts simply divide ...
What Does a Discretionary Trust Mean?
Sometimes giving assets outright to a beneficiary – such a child, a grandchild or a loved one with special needs – is not the ideal method of distributing assets in ...
When is “Living Probate” Necessary?
If you become incapacitated, who is going to take care of you? You will not be able to make medical decisions for yourself and you will not be able to ...
Just Like You Need a Medical Checkup, Your Estate Plan Needs a Checkup!
Whether or not you currently have estate planning documents, one important item to add to your calendar is getting an estate plan checkup. Don’t Have an Estate Plan? If you ...