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Estate Planning New Year’s Resolutions 2019

As the new year begins it is natural to make a few resolutions in areas of life that need attention, such as health, finances and family. Fortunately, there is one…

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Estate Planning Tips: Offshore Assets and Foreign Residence

It is becoming more popular for American citizens to either reside or have assets in foreign countries, which means they are subject to the laws of another jurisdiction when it…

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Estate Planning, Foster Care and Adoption: What You Need to Know

It is very common for couples to adopt or foster children, even if they have their own biological children already. The question does come up of their legal status for…

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“Giving Tuesday 2018”: How to Participate with Your Estate Plan

November 27, 2018 is “Giving Tuesday”, a national charitable giving event in the US that kicks off the holiday season. It is designed to raise awareness of the importance of…

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Privacy vs. Transparency: Should You Tell Your Heirs the Contents of Your Estate Plan?

One of the questions that many people have when preparing an estate plan is whether their heirs need to know about the contents. The answer to this question will depend…

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What is Probate and How Much Does it Cost?

You have probably heard a lot about avoiding probate, and using other estate planning tools instead of a will. There are some very good reasons to keep your estate assets…

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Helping Priscilla and Brad Achieve Peace of Mind

Recently we met with Priscilla and Brad, to help them create an estate plan for their family. You could describe them as a typical, middle class working family. Priscilla owns…

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How to Plan Your Trust

You’ve probably heard of a Trust, with regard to estate planning. But if you’re like most people, you also don’t know exactly how a Trust works, or what its function…

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What Are Your Responsibilities as a Trustee?

If you’re named as successor Trustee for someone, what happens next? What are you supposed to do? The role of a Trustee is essentially to manage the Trust. You will…

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The Difference Between a Will and a Trust

As an estate planning attorney, I’m often asked about the difference between a Will and a Trust. This is a good question, because we want you to choose the option…

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Qualifying for VA Benefits

For those who have served in our military during wartime, benefits are available through the US Department of Veterans Affairs. You (or your loved one) might need these benefits to…

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How Can You Include Your Pets in Your Estate Plan?

Pet lovers making an estate plan often ask how they can provide for the future care of their pet. This is a natural question since a pet can be an…

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