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7 years ago
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We're often asked by clients if they would benefit from the use of a Revocable Living Trust. Our answer is that Revocable Living Trusts are an excellent way to manage property and other assets during their lifetime and to transfer them to loved ones after death without probate. You can also modify o... [read more]
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8 years ago
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If you are the main person managing the care of the beneficiary of a special needs trust, have you planned yet for a time when you may no longer be able to perform this crucial role? It is important to plan appropriately to ensure that the beneficiary will have an advocate and someone closely manag... [read more]
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8 years ago
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When leaving a home to your children, you can avoid probate by using either joint ownership or a revocable trust, but which is the better method?
If you add your child as a joint tenant on your house, you will each have an equal ownership interest in the property. If one joint tenant dies, hi... [read more]
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11 years ago
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An important part of your Will Package is your Durable Powers of Attorney. Through the use of a Durable Powers of Attorney, you may authorize an Agent to act on your behalf to create, modify, fund, or terminate a trust; created and fund a trust for Medicaid planning purposes (i.e., a Qualified Incom... [read more]
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