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Estate Planning

18 January

Estate Planning and Real Estate with Multiple Heirs

Estate Planning, Real Estate, January 18, 2021

Looks like we’ve got a little bit of a real estate theme going on here the last couple of posts. That’s what people are asking us about, so that’s what.

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14 January

Do You Have to Pay Excise Tax to Transfer Real Estate into a Trust?

Definitions, Estate Planning, Real Estate, Taxes, Trusts, January 14, 2021

I had a conversation with a potential client today that asked me about whether or not excise taxes had to be paid on a real estate transfer into a revocable.

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12 January

Divorce and Estate Planning

Estate Planning, Medical Power of Attorney, Power of Attorney, Trusts, Wills, January 12, 2021

Unfortunately not all marriages work out. When that happens all sorts of stuff needs to get updated, including your estate plan. Here’s the quick and dirty of what you need.

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7 January

Revocable Living Trusts Do Not Provide Asset Protection

Definitions, Estate Planning, Trusts, January 7, 2021

When people think about protecting their assets they often think of trusts. We always see in the movies how super rich people doing bad things or wanting to avoid taxes.

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4 January

Will a Revocable Living Trust Mess Up My Refi?

Estate Planning, Real Estate, Trusts, January 4, 2021

The chances of you living in your house forever are slim. Like, very slim. A question we get asked often by our estate planning clients, either during the estate planning.

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29 December

Do You Have to Record Your Revocable Living Trust?

Estate Planning, Trusts, December 29, 2020

A question I get asked often as an estate planning attorney is whether or not one has to record their revocable living trust once it is active. It’s a great.

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28 December

Umbrella Insurance Policy Quick Tip

Estate Planning, Real Estate, December 28, 2020

Umbrella policy quick tip. As an estate planning attorney I often get asked questions about asset protection. Particularly when it comes to ensuring rental homes and second homes. Should I.

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23 December

The Best Christmas Gift You Can Give

Estate Planning, Legacy, December 23, 2020

The best Christmas gift you can give is safety and peace of mind for you, your family, and future generations. Easiest way to do that is with an estate plan..

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22 December

Three Ways to Challenge a Will or Trust

Estate Planning, Trusts, Will Contests, Wills, December 22, 2020

A common estate planning attorney question I get is “how can I make sure no one challenges my will?” I always tell everyone the same thing: “There is no way.

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13 April

Can You Hand Write Changes On Your Will?

Estate Planning, Wills, April 13, 2020

Can you handwrite changes on your will? Click here to schedule a FREE strategy session with an estate planning attorney.

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