Components of an Estate Plan
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
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
When we do business succession planning, the entities we create could be a family trust, wherein the senior generation passes control of the entity, management
Selling your business is part of the succession plan. Business succession either happens while you’re alive, an asset sale, or a component of your estate
Business succession planning is the process whereby the ownership and management of a business, plan for the succession and continuation of the business based on