Non-probate assets are commonly overlooked in estate planning. Estate planning involves a lot of unique words like last will and testament, probate, and assets. While
A revocable inheritance trust is useful in the event of divorce. Although people do not enter marriage hoping for or expecting a divorce, separations and
Singles benefit from estate planning. There has been a trend for several years to delay marriage. This means many people are often single throughout their
The finances and health of “elder orphans” are in greater danger than for those who have family. Orphans are a vulnerable population. They have lost
Passing a vacation home to the next generation is rarely straightforward. A vacation home fills a variety of roles. For a lot of my clients,
Making mistakes in a last will and testament is costly. Everyone makes mistakes. It is part of being human. Learning lessons from experience allows people
A discretionary trust can protect against mismanagement of trust funds. Those who desire to avoid probate often utilize trusts in their estate plans. This is
Parents and adult children should have estate planning conversations. Communication is important in all areas of life. Both work and relationships suffer from a lack
Physicians should have estate plans. Doctors undergo long years of schooling and residency to practice medicine. This requires incredible focus and dedication. As they begin
Retitling a house deed can lead to unfortunate unintended consequences. You own a home. If you are like many people, this is likely your most
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