Don't Name Your Living Trust as IRA Beneficiary

If you want to name adults as the beneficiaries of your IRA, we recommend you name them individually on your IRA ...

7 Reasons Why a Living Trust is Better Than a Transfer on Death Deed

We've been asked many times lately whether a Transfer on Death Deed can replace a Living Trust. The short answer is ...

A Letter to My Dad's Financial Planner

The following is not an actual letter, but it could be. It reflects the reality and emotions of many people we have ...

How to Avoid Probate Without a Living Trust

You've heard it many times. Estate planning experts always say you need a living trust to avoid probate. But since ...

Five of the Biggest Estate Planning Mistakes

What are five of the biggest estate planning mistakes you can make?

Estate Planning: When Is It Too Late?

It's too late for estate planning when it is too late.

Avoid Surprises in Your Estate Plan

Why You Need an Estate Planning Attorney

The Importance of Using an Estate Planning Attorney for Your Financial Legacy

Estate planning often goes ...

Am I an Executor or a Trustee?

Many of our new clients think the person in charge of a living trust is called Executor. That's not quite right. ...