Many people who contact our office regarding estate planning think they need a revocable trust. This is no surprise as there is an entire industry online trying to convince you a trust is essential. However, we find that for many of our clients a basic will based estate plan will be sufficient for their needs…
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Getting your estate planning documents is the first step but it does not mean that the process is complete, you still need to make sure that all your assets are flowing to the Trust. The following things need to be done immediately after you have your Trust in place: If the steps listed above are…
Continue reading ›We find that many people don’t do estate planning because they are overwhelmed with the process. Our goal as a law firm is to make the process as painless as possible. We want to make it easy for you to move forward and make sure that your estate plan meets your goals. Here is what…
Continue reading ›One of the first things we hear when meeting with a new estate planning client is “How can I avoid probate?” This is often a driving factor for people coming to our office. What many people don’t know is that there are a number of ways to avoid probate. Probate is a court supervised process…
Continue reading ›Every adult needs a financial power of attorney to allow your financial affairs to be taken care of after becoming incapacitated without costly court oversight. Here is why a financial power of attorney is important and what happens if you do not have one when you need it. What is a Financial Power of Attorney?…
Continue reading ›Who Should I Appoint To Make Medical Decisions for Me? A medical power of attorney, also known as a health care power of attorney, is a legal document that designates someone to make health care decisions for you if you cannot make those decisions for yourself. Of course, as attorneys, we think everyone needs health…
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