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(c) Can Stock Photo I do a lot of estate planning for spouses, and one topic comes up over and over again. When I have clients who want to make life easier for their loved ones and avoid probate, the best way to do that is to use living trusts. The question, then...
© Can Stock Photo Inc. / obencem One thing that requires close attention when doing estate planning, but little attention is paid to it, is the way we hold title to our assets. How we own our assets is a key component to estate planning that is often overlooked....
© Can Stock Photo Inc. / JackF There are many reasons why people do not do Wills, and not many of those reasons are very good. Many of us simply avoid thinking about it, and then we do we tell ourselves there will be time to do one later. Maybe when I have more assets...
© Can Stock Photo Inc. / AndyAstbury To many it seems that estate planning is like a mysterious woodland creature. Sightings are reported, but descriptions of the animal do not all match, and an accurate picture of the real thing remains illusive. Dispelling...
© Can Stock Photo Inc. / gajdamak One of the most often misunderstand terms in estate planning is “probate” and what it means so we answer the most common FAQs about probate here: WHAT IS PROBATE? The term “probate” refers generally to the process by which the estate...
Social pundits have said that kids who grew up in the 1970's are part of the “me generation”. They are forty and fifty somethings now. Our survival-of-the-fittest world encourages people to “look out for number one”. In that context, the fiduciary idea is...
During the time that I have been representing people doing estate planning, handling probate estates and other estate administration and similar matters, I have come across many, many stories, both good and bad, of examples what to do and what not to do in regard to...
I have been doing estate planning for nearly 20 years, and I am surprised at the relatively small number of my clients who have incorporated charitable giving into their estate planning. Many of those same people have been charitable during their lives, giving to...
THE EXECUTOR I had a friend who died and he, On earth so loved and trusted me, That ere he quit this earthly shore, He made me his executor. He tasked me through my natural life, To guard the interests of his wife, To see that everything was done, Both for his...
“These times, they are a changin’” is the famous line by Bob Dylan. It was an anthem for the 1960’s and early 1970’s. But the more things change, the more they stay the same, as some say. The number of people who have never been married has steadily grown since 1970....