How to Set up Pay on Death Accounts
Before we begin, let’s talk about what a pay on death account is (otherwise referred to as POD).  These don’t... Read More
Pay on Death Blog
Does your Form of Property Ownership Avoid Probate?
One of the goals many have for estate planning is avoiding probate, the legal process that ‘settles’ the estate of... Read More
Probate Estate Planning and Baby Boomers
Baby Boomers are at the center of the focus of legal needs and aging these days. Not only are they... Read More
Estate Planning What is a Guardian ad Litem?
Both in elder law and estate planning you may see the term Guardian ad Litem used. But do you know... Read More
Incapacity Planning 6 Reasons Most People Need an Estate Plan (Part 2 of 2)
If you haven’t yet taken the time to create an estate plan, you may assume that you don’t really need... Read More
Estate Planning 6 Reasons Most People Need an Estate Plan (part 1 of 2)
If you haven’t taken time to consider the use of an estate plan, you may have been unsure whether you... Read More
Estate Planning How Can an Estate Planning Attorney Help Me?
As you choose to begin to handle your estate planning affairs, you may have concerns about the process. You may... Read More
Estate Planning How to Choose Trustee: 4 Tips
If you’re creating a trust when handling your estate affairs, you will need to choose responsible successor trustees. Take a... Read More
Wills and Trusts 26 Common Estate Planning Goals
Estate planning goals are carefully evaluated during your estate planning consultation and are considered when your plan is designed, drafted,... Read More
Estate Planning 9 Tips for Choosing a Trustee
A trustee holds legal title to trust assets and must carry out trust instructions.  Trustees and successor (i.e. back up)... Read More
Estate Planning What are a Successor Trustee’s Duties?
Creating a trust is a popular estate planning tool, particularly when it comes to a living trust. Here is a... Read More
Trust Administration Four Things to Consider in Retirement Planning
Planning for retirement is an important aspect of having a comprehensive estate and incapacitation plan in place for your later... Read More
Retirement Planning