young siblings with a piggy bank between them

Could a Testamentary Trust Be What Your Loved Ones Need?

One of the main reasons that a person creates a revocable living trust (a trust established during a person’s lifetime that they can amend or revoke) instead of relying on a will to transfer their money and property to their beneficiaries is to avo… Read More
Wooden blocks spelling out LLC with other blocks displaying business concepts stacked in a pyramid outside on a sunny day

Five Things to Know Before Including a Limited Liability Company (LLC) in Your Estate Plan

When it comes to protecting your hard-earned money and property, it is important that you have the right plan, which can include a number of tools for your unique situation. One tool that might benefit you is a limited liability company (LLC) that ow… Read More
Hands holding book with title Sole proprietorship.

The Sole Proprietorship: Pros and Cons

Transitioning from being an employee to being self-employed is a goal of many American workers, and a growing number of workers realized their goal in the wake of pandemic-related economic disruptions. Individuals often cite taking control of their c… Read More
Woman Legs In Different Shoes

Three Important Concerns Self-Employed Individuals Should Address

Being self-employed is no easy task. You are the owner, and in some cases, the only employee. While you may have more freedom than the average worker, a lot of responsibilities lie on your shoulders. Working together, we can craft a comprehensive est… Read More
Probate Word on Scrabble tiles, with a gavel, watch, money in picture

Why You Want to Avoid Intestacy

About two out of three Americans will die without a will. This is known as dying intestate. While the reasons for not having a will vary, the end result is the same for everyone: they do not get to choose who receives their property when they die. In… Read More
Conversation about being a trustee

Should the Trustee of My Trust Be Different during My Incapacity Than at My Death?

When you create a trust, choosing a trustee is one of the most important decisions you will make. If you create a revocable living trust—that is, a trust that you establish during your lifetime and can revoke or amend—you may opt to act as truste… Read More
Hacker in binary code digital background.

What Not to Include in Your Estate Planning Documents

One important purpose of estate planning is to facilitate the transfer of ownership of your money and property to your family and loved ones when you pass away. For this transfer to be as stress-free and efficient as possible, it is crucial that esta… Read More
Categories: Estate Planning, Wills
Notebook with Inheritance written on the front, image of car, home and family in wood cut out

What Is a Devise in My Estate Plan?

If you are thinking about creating an estate plan, you may hear some new and confusing terms that make your brain hurt. To add to your bewilderment, not only are some of the words unfamiliar, they may also be homophones—words that are pronounced th… Read More
Categories: Estate Planning, Wills
digital estate plan

What Happens to Your Venmo, PayPal, and Apple Pay Accounts at Your Death?

It has been said that nothing ever dies on the Internet. While this dictum is typically used as a warning that what we put online may come back to haunt us, it is also true that our online accounts can outlive us, and even live in perpetuity. Having… Read More
Not the lottery, but Jana won at Bingo this summer. Jana with cash fanned out with winning bingo card and captain hat.

Four Important Considerations If You Win the Lottery

On February 14, 2023, California state lottery officials named the winner of the largest lottery prize in United States history: Edwin Castro won an eye-popping $2.04 billion in a November 2022 lottery drawing, choosing a lump sum payment of $997.6 m… Read More