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Should I add a Joint Owner to my Accounts or Property?

Is it a good idea to set up bank accounts or real estate so that they own it jointly with a spouse or other family member?  The appeal of this type of joint tenancy is that when one owner dies, the other will automatically inherit the property without it having to go through probate.  Joint Read More

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Blended Family FAQs

I’m married to my second spouse and my spouse and children from my first marriage get along really well. Do I still need to consider estate planning? They may be getting along well now, but there’s no telling what will happen after your death or if there is some other falling out down the road.  Read More

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Estate Planning That Expresses Who You Are — 5 Things to Talk About with Your Family

You intend to pass along your wealth through your estate plan, but what about your wisdom? Ensuring you accomplish both calls for a family meeting to have a conversation about your money, your legacy, and your core principles. Most families lead far-flung and busy lives, meaning the only time they see one another face-to-face is Read More

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Why a Trust Is the Best Option for Avoiding Probate

Ideally, when someone passes away, the paperwork and material concerns associated with the estate are so flawlessly handled (thanks to excellent preparation) that they fade into the background, allowing the family to grieve and remember in peace. In fact, the whole business of estate planning – or at least a significant piece of it – Read More

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What is a Living Trust?

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Using Asset Protection Trusts In Estate Plannings

With the estate tax credit so high, protecting assets against loss to creditors and predators or in divorce or bankruptcy has become a common goal of estate planning.  Do you want to leave an inheritance outright to a child or grandchild in this risky age of high divorce rates, lawsuits, and bankruptcies?  An outright inheritance Read More

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Incapacity Planning Video On YouTube

Please watch my new webinar.  

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Incapacity Questions

Q: What does “disabled” or “incapacitated” mean? A: In the estate planning world, the term “disabled” or “incapacitated” refers to an individual’s inability to manage day-to-day business affairs such as managing and protecting assets, signing papers, paying bills, and filing taxes. “Disability” or “incapacity” doesn’t mean you’re physically unable to move such as being laid Read More

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10 Types of Trusts: A Quick Look

Considering the myriad of trusts available, creating an estate plan that works can seem daunting.  However, that’s what I, as an estate planning attorney, do every day. I know the laws and will design a plan which addresses your specific situation. Here’s a look at the basics of ten common trusts to provide a general Read More

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What To Do When a Disability Throws Your Estate Plan Into Chaos

As the poet Robert Burns mused centuries ago, “The best-laid plans of mice and men often go awry.”  Despite thoughtful effort and a concerted strategy, you cannot prepare for every emergency.  A car accident, sudden illness, workplace injury or a chronic medical condition can force you to re-evaluate the core assumptions you used to plan Read More

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