Probate Attorney Blog

This week’s topic is something I’ve been getting asked about a lot – “What should I do about Biden’s new tax proposals?” It’s a great question, and one I figured I’d try to reach out to everyone and discuss. Before I get to the long answer, just in case you’ve got somewhere to be, here’s the short answer: For now… nothing. :) Okay, now for the explanation. The first, and primary, reason to do nothing is there is no actual…

Revocable living trust vs special needs trust (your questions answered!)… Cheers, Christopher Small Estate Planning Attorney PS – Click here to schedule a FREE strategy session with an estate planning attorney.

Do You Need a Will if You Have a Trust? Cheers, Christopher Small Estate Planning Attorney PS – Click here to schedule a FREE strategy session with an estate planning attorney.

Do Beneficiary Designations in Estate Planning Negate Your Will? PS – Click here to schedule a FREE strategy session with an estate planning attorney.

This is an estate planning attorney question I get quite often, so I thought I’d answer it here. The question centers around one thing generally – “how can I make sure my property goes to the right person when I die when I own it with someone who is not a relative?” Today, I’ve got the answers. First, it’s important to know the two types of way you can own property. The first is called joint tenants. This means you…

Since I did the Estate Planning 101 post yesterday, I thought today would be a good day to tackle the next most used estate planning vehicle for most people – revocable living trusts. To begin with, there are certain people that will want to consider a revocable living trust as a part of their estate plan, and the rest that won’t (but please go talk to an estate planning attorney to make sure). 1. If you own real estate in…

It’s been a while since I just dove into the basics of estate planning, so let’s do it real quick. To begin, estate planning covers you in two scenarios: Scenario #1 – you are alive but incapacitated (think you are in a car accident or you have dementia). Scenario #2 – you have died (that’s right – no sugar coating here :) – it’s okay to talk about death – it won’t kill you). In scenario number one the focus…