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Power of Attorney Living Will and Healthcare Power of Attorney documents for incapacity

Five Essential Legal Documents You Need for Incapacity Planning

Comprehensive estate planning involves more than just planning for your legacy after your death, avoiding probate, and reducing taxes. Good estate planning also addresses incapacity and appoints people to make legal, financial, and medical decisions… Read More
wooden judge and movie sign on the desk background demonstrating will administration in movies

Will and Estate Administration Details that TV and Movies Get Wrong

While television and movies provide great entertainment, they are not always factual. Even shows based on real events are not entirely accurate. Creators of television programs and movies will often alter details of a story or situation to provide an… Read More
family, children, money, investments and people concept of inheritance outright or in trust - close up of father and daughter hands holding pink piggy bank

Don’t Let This Crucial Question Derail Your Estate Plan: Outright or in Trust?

Sitting down to create or update your estate plan can be overwhelming. Crucial to a successful plan is your ability to address two major questions: Who will get your stuff when you die, and how do you want those individuals or charities to receive th… Read More
Estate Planning Word Cloud

What Is the Difference Between a Probate and Trust Administration Attorney and an Estate Planning Attorney?

Estate planning attorneys and probate and trust administration attorneys play crucial but distinct roles in the legal processes involving legacy planning, asset distribution, and wealth preservation. Estate planning attorneys focus on creating a plan… Read More
Importance of Recording a Deed

What Happens to Real Estate With a Mortgage When I Die?

Your mortgage, like the rest of your debt, does not simply disappear when you die. If you leave your home that has an outstanding loan to a beneficiary in your will or trust, your beneficiary will inherit not only the property but also the outstandin… Read More
hand holding wooden puppet to illustrate control

My Spouse Died . . . and Now I Have My Own Survivor's Trust?

Many married couples share almost everything, including finances. This may be reflected in their estate plan by using one joint living trust instead of two separate trusts. Separate trusts can provide greater flexibility, but a joint trust can be str… Read More
Picture of building blocks such as Legos

Celebrating International LEGO Day Jan 28

Mark your calendars: January 28 is International LEGO day, which celebrates the date when the patent for the globally famous plastic brick system was filed. Since the 1940s, people have been creating their own worlds, brick by brick, with LEGOs. With… Read More
piggy bank, 100 dollar bills, a stack of coins with a sprout growing from it

What Is the Last Surviving Spouse Rule in an Estate Tax Situation?

Estate planning can be a significant part of successful financial management, especially for married couples. One key consideration is minimizing any estate tax, which can substantially affect the distribution of money and property to a married coupl… Read More
hands over house and family to illustrate protecting assets and loved ones with a testamentary trust

The Testamentary Trust: The Best of Both Worlds

You have several different options when it comes to creating the right estate plan. Some people believe that a revocable living trust is the best way to go, while others think that a last will and testament (commonly known as a will) is best under ce… Read More
attorney explaining estate plan

Is Your Trust Protected? Six Ways a Trust Protector Could Help

Trust protectors are commonly used in the United States. Essentially, a trust protector is someone who serves as an appointed authority over a trust that will be in effect for a long period of time. They ensure that trustees maintain the integrity of… Read More
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