I think it is common for many individuals to “forget” about creating an estate plan during their lifetime. Either they procrastinate and push it off until later, they don’t know which estate planning … [Read more...]
Handwritten changes on your Will or Living Trust
It is never a good idea to make handwritten changes to your Will or Living Trust. The major reason for this is because while you think your notes are clear, they may actually cause confusion or even … [Read more...]
Choosing the Right Successor Trustee
A Successor Trustee is an individual (child, sibling or friend), institutional trust department or a licensed professional private fiduciary chosen by you to manage your living trust upon your … [Read more...]
Getting a Divorce? Your Estate Plan Isn’t Automatically Void
It is a common misconception that once you get divorced, that means that your estate plan is automatically invalid. It’s time to clear that thought from your mind! It is important to contact your … [Read more...]
