September 8

What do you do if you don’t know who to “Trust”?

Occasionally we have clients come into our office who know exactly how they want their estates distributed, know exactly how they want their healthcare decisions to be made, and know exactly who should raise their minor children if something happens to them.  There is just one thing missing – they do not have a friend or relative that they would be comfortable putting in charge of the process…

January 15

A stale plan may be worse than no plan at all

One of the most common mistakes when it comes to estate planning is assuming that you never need to think about it again once your plan is in place.  Many times, after the meetings with the attorney are over, the plan is drafted, and all of the documents are executed, the entire process is forgotten.  The plan sits on a shelf waiting to be carried out, sometimes decades later…

December 20

When it is Mandatory to Update your Trust or Will

We have all heard the fascinating cases on the news when people are engaged in furious battles over the estates of celebrities. What is important to realize is that these fights don’t just happen because there is a lot of money at stake; there is usually a very real legal reason why the estate or the trust…