Estate planning can be complex, and understanding the nuances that go into this area of law can be tricky. It is important to remember that estate planning is not about how much wealth you have. Everyone over the age of 18 needs to have at least some estate planning...
Ask the average person what they know about estate planning and you’ll probably hear something about last wills and testaments. These are the most well-known documents associated with the subject, after all, but they are far from the only ones that matter. Trusts,...
Below are a few more examples of the pitfalls I have seen my clients experience over the last 15 years of practice due to an outdated estate plan. Keeping your Estate Plans up to date can save you and your loved ones time, energy and money. Naming Estate or Trust as...
Like a garden, your Estate Plan reflects the kind of care it gets. Below are a few examples of the pitfalls I have seen my clients experience over the last 15 years of practice due to an outdated estate plan. Naming a Child on Bank Account In theory, naming a child...
