Probate Attorney Blog

Estate planning stress test? PS – Click here to schedule a FREE strategy session with an estate planning attorney.

Thinking of giving money to someone to take care of someone else? Think again. PS – Click here to schedule a FREE strategy session with an estate planning attorney.

What if you’re named executor and you don’t want to do it? PS – Click here to schedule a FREE strategy session with an estate planning attorney.

Happy Mother’s Day! Now, time to get down to business. :) I’d like to give you a few strategies for handling the closing inherited IRA stretch loophole. When it comes to passing down an IRA to the next generation there are generally three things you can do: Important Note: there may be some things you can do while you are alive to change the character of your IRA for more benefits while you are alive and when you are gone,…

Why I don’t like testamentary trusts (and what to do about it). PS – Click here to schedule a FREE strategy session with an estate planning attorney.

Can you create a will if you’re under 18? PS – Click here to schedule a FREE strategy session with an estate planning attorney.

Passing down safety deposit boxes. PS – Click here to schedule a FREE strategy session with an estate planning attorney.