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Deed To A House to use for joint owners as JTWROS

Caution: Using a Do-it-Yourself Deed to Avoid Probate Can Lead to Costly Unintended Consequences

One goal of estate planning is to ensure that your assets, including your home, pass to your chosen beneficiaries quickly and with minimal expense. In real estate, a common strategy to avoid probate (the court process of validating a will and distrib… Read More
Person using a calendar and note pad for planning

How to Get Organized to Meet with Your Estate Planning Attorney

You have decided to meet with an estate planning attorney to get your affairs in order and ensure that your loved ones are protected. Now that you have scheduled the appointment, it is time to get yourself organized and prepare for the first meeting.… Read More
Notebook with Inheritance written on the front, image of car, home and family in wood cut out

Why Receiving an Inheritance Changes Your Estate Plan

Receiving an inheritance can be a meaningful and transformative experience, but it can also create challenges if not handled thoughtfully. Without a clear plan, an inheritor may struggle to manage newly acquired assets, face creditor or tax issues, o… Read More
new born baby gripping parent's thumbs tightly

Five Things Every New Parent Needs to Know About Wills

Congratulations on your family! Becoming a parent is an incredible journey filled with joy, love, and a whole lot of sleepless nights. It is also a time when you start thinking about the future in an entirely new way. You want to ensure that your chi… Read More
orange safety cones in the road to avoid danger

Four Tips to Avoid a Will or Trust Contest

Fighting over provisions in your will or trust can derail your final wishes, rapidly deplete your financial legacy, and tear your loved ones apart. However, with proper planning, you can help your family avoid a potentially disastrous fight by helpin… Read More
Same sex female couple discuss estate plan choices

Who Needs an Estate Plan?

If you are reading this, you need an estate plan. Why? The short answer is that everyone age 18 and older needs an estate plan. It does not matter whether you are old or young, have built up considerable wealth or are just entering adulthood—you ne… Read More
Hand Writing Priorities Word Cloud for Estate Planning Priorities

Will My Revocable Living Trust Avoid Probate? It Depends.

If you have established a revocable living trust (which we will refer to simply as a trust), congratulations! You are on the right track in creating a comprehensive estate plan. However, you are only halfway there. Many people believe that because th… Read More

Can Someone Else Pay for My Estate Plan?

Estate planning is not just for the wealthy. Every adult should have an estate plan, yet surprisingly, most Americans do not. The perceived cost of creating one is among the most cited reasons for a lack of estate planning. The consequences of not ha… Read More
JTWROS, Joint owners, Joint Tenants With Rights Of Survivorship.

The Perils of Joint Ownership of Property

People often set up bank accounts or real estate so that they own them jointly with a spouse or other family member. The appeal of joint ownership, specifically with survivorship rights, is that when one owner dies, the other owner(s) will automatica… Read More
Power of Attorney, Living Will, and Health Care Power of Attorney documents are all incapacity planning documents

3 Ways to Manage Your Estate Plan Cost

You may think creating a simple estate plan should be easy and something you can do independently. Unfortunately, this is not often the case. Estate planning laws vary greatly from state to state, can sometimes be complicated, and constantly change.… Read More