My Blogs

 ESTATE PLANNING -TO TRUST OR NOT TO TRUST? Do you need a trust? Can a trust help you? This is a very good question as each person’s situation is different. Trusts are great for people with small children, limiting access ...

 ESTATE PLANNING AND REAL ESTATE Estate planning is important when you own real estate. How should title be held? Who should be the owner? How can this real estate pass to my loved ones upon my death without the need ...

 ESTATE PLANNING AND SECOND MARRIAGES Estate planning for second marriages can be complicated especially when we add separate kids and assets to the equation. So how do we do this in the most protective, compassionate way for everyone?   HOW ...

ESTATE PLANNING-WHY DO YOU NEED IT? Today I received a troubling phone call and was inspired to share it so that maybe other situations like this can be prevented. A young woman in her twenties called and said her mother ...

ESTATE PLANNING AND TRUSTS-HOW CAN I PREVENT PROBATE COURT INVOLVEMENT? As a probate, trust, and estate planning attorney, I get many calls relating to these matters. Some of them are troubling as the situation could have been prevented with proper ...

HOW IS ESTATE PLANNING AFFECTED BY DIVORCE? A divorce causes radical changes in a person’s life both personally and financially. In most cases, all beneficiary designations must be changed. For example, bank accounts, insurance policies, life insurance, retirement investments, and ...