People often have questions about Estate Planning. This is the sixth in a series of articles addressing those questions. This sixth article addresses “why” to do Estate Planning. Read on to learn … [Read more...]
Keep your Estate Planning Documents and Other Important Legal Documents In a Safe Place.
After signing the estate planning documents, our clients are given their original signed documents and copies of their documents in a red Estate Planning Portfolio. Mary Falk, the principal of the … [Read more...]
Restatement/Amendments to your Living Trust
Did you establish your estate plan several years ago? Do you have significant changes in your family? Are you in need of changing those you have named to act as a Successor Trustee or Guardian? Have … [Read more...]
Planning for the Unexpected: Avoiding Intestacy
Planning for the unexpected is necessary! If you don’t have a plan, your state law treats you as if you died by intestacy. The state will dictate who will receive your property and who will make … [Read more...]
Planning Ahead
There are a range of people in the estate planning world; those who don’t know anything about an estate plan, those who have heard of one but don’t really know anything about it, and those who are … [Read more...]
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