May 5, 2020

Having an updated last will and testament is more important than ever, especially now. However, a will that is made online or at home, poorly created, or not frequently updated can be vulnerable to contestation.

April 20, 2020

With everything going on in the world right now, anyone can get a little anxious. Here is a preparedness checklist anyone can use to help you prepare for these uncertain times and be in control of your situation. Feel free to share with anyone that might find it useful. Contact us if you need help with any of the critical estate planning documents.

Preparedness Planning Checklist.

April 20, 2020

If your estate plan needs updating or if you don’t have an estate plan, this is something you can do today to prepare for the future. We have put procedures in place aimed at safeguarding your health during the current health crisis and are happy to meet with you over the phone or via videoconference. Our primary goal is to help you have peace of mind about the future—regardless of the circumstances.

February 26, 2020

I recently met with a client for estate planning. During our discussions about the various ways that assets pass after death, she said, "I heard at an estate planning seminar that a trust is the only way to avoid probate. Isn't that true?" The simple answer to the question is, a trust is not the only way to avoid probate. This answer also highlights the different approach we take in advising our clients on their...

December 18, 2019

The most significant change for many of our clients will be the removal of RMDs for IRA beneficiaries.

October 3, 2019

We’ve previously discussed how a Transfer-on-Death Deed ("TODD") can be a good tool for avoiding probate and simplifying the estate administration process in certain circumstances. We know that in order to be valid, a TODD must expressly state that the deed is only effective upon the death(s) of one or more grantor owners, transfer the real property interest to one or more grantee beneficiaries, and must comply with all provis...