BlogsEstate Planning
July 21, 2017

Do You Need a Trust?

Over the years, many prospective clients have contacted me claiming that they needed a trust.  After an initial planning meeting, many of those clients decided to include a trust in…

BlogsEstate AdministrationEstate Planning
June 12, 2017

Why You Should Avoid Probate

I wrote about probate in a prior blog (see “What is Probate?”). In short, probate is the legal process of administering a decedent’s probate estate under the supervision of a…

BlogsEstate Planning
May 8, 2017

What is Probate?

Probate is the legal process of administering a decedent’s probate estate upon death. A decedent’s probate estate consists of assets that a decedent owned at death (1) in her individual…

BlogsEstate Planning
April 8, 2017

How Often Should You Review Your Estate Plan?

Most people establish an estate plan with the hope that it will “do the job” for many years to come. In fact, a good estate plan will be drafted in…

BlogsEstate Planning
March 8, 2017

Why You Need a Will and What Happens if You Die Without One

A last will and testament or “will” is a key component to an estate plan and allows the person creating the will (the “testator”) to take control of several important...