Five Huge Mistakes You May Have Made With Your Trust

#1 You Left Someone Out and Didn’t Realize It How could you have left someone out and not realize it? It’s actually shockingly easy to make this mistake, and there are a lot of ways for this to happen – even if the trust states the person’s name in it, that person can still be […]

Avoiding Probate through Non-Probate Transfers

So you know you want to avoid the time and costs of probate, but you do not want a trust. No problem. Many of your assets can go to your family upon your death through non-probate transfers like TOD and POD designations. In this blog post we explain what non-probate transfers are, what types of assets they can cover, and how the transfer takes place after your death. We also explain the limitations of non-probate transfers so that you know what problems you need to consider.

A Death In The Family

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It’s Baby Season – Is Your Estate Plan Ready?

It’s that time of year again – It’s Baby Time! Whether it’s by accident or by design, July to September is the most popular time of year to have a baby. That means lots of baby showers, gender reveal parties, due dates and birth announcements, and of course, birthdays! In the midst of all this […]

Love Without A Ring – Estate Planning Considerations

If you are one of the 18 million Americans and counting in a committed relationship but not married, an estate plan is a must. Unmarried couples are generally treated like strangers under the default rules if one of you dies or become incapacitated - which is a huge problem. You need to have an estate plan in place to be treated similarly to if you were married.