Category: Estate Planning

I consider myself a trust attorney so I really do only trust based estate plans. First of all, we have the trust agreement where that

People generally avoid making an estate plan because there are difficult decisions with young families. You start to get married and you start to have

Many clients contact an attorney seeking a will because they don’t understand the implications of merely having a will or haven’t been educated sufficiently regarding the benefits

Estate planning is putting a plan into place to ensure that your loved ones are taken care of if you are no longer able to

If items are already addressed in the will or trust and you want to make a modification to those items, you need to amend the

A memorandum of personal property is a document that provides a mechanism for an individual who’s already created a trust or a will to later

The advantages of a pour over will are that you go about ensuring that the assets get distributed according to the terms of the trust.

A poor over will should include the pour over provision, which directs any asset that is part of your probate estate to your trust but more generally,

A pour over will is a will that accompanies a revocable living trust. In a revocable living trust, you normally will distribution provisions about who receives the