Be Careful When Leaving Specific Gifts To Friends And Family
It is critical to make your wishes clear and definite in your estate plan. It is very difficult to administer an estate when the instructions are: “Suzi Q knows what [...]
Avoiding Probate through Estate Planning
As we’re settling in to the New Year with our New Year’s resolutions already either forgotten or (hopefully) regularly scheduled and being followed, I have a challenge for all of [...]
Titling Vacation and Second Homes
Many of our clients choose a living trust-based estate plan in order to avoid probate. Probate is avoided when assets are titled in the name of a living trust, and [...]