DeCarli Law Blog

Beneficiary Forms and Estate Planning

Are your beneficiary designations consistent with your estate planning wishes? In the event of your untimely death, the manner in which your beneficiaries receive your assets, including life insurance, depends on how your property is titled. Read More
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Who should I pick to be successor trustee?

When you create a living trust, you usually need to choose who to name as your successor trustee. It is crucial that this decision is not taken lightly and that the right person is selected for the job. Read More
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If you think you don’t need estate planning because you have a mortgage, think again

The value of your house is based on the fair market value, regardless of any amount you owe on the house. Read More
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What You Should Know About the Tax Changes Proposed Today

As an Estate Planning Attorney, obviously the proposed repeal of the estate tax is a huge unknown for me and my clients as we look at long-range planning. As an attorney who advises small businesses and a small business owner myself . . . Read More
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Isn’t There Already A Law That Leaves Everything To My Spouse And Kids?

If both parents of minor-aged children die intestate, then the children are left without a legal guardian. Kids don't automatically go to a godparent or an aunt, for example, even if that's what everyone knew the parents had intended. Read More
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5 Reasons to Embrace the Emotional Side of Estate Planning

Estate planning creates stability in times of loss. If you end up in a state of incapacity later in life, it’s guaranteed to be a difficult time for your family. If your estate plan doesn’t include detailed instructions Read More
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Estate Planning: 4 Reasons People Run the Other Way

Your family matters, and will be affected by your death, no matter how little or how much you have. Estate Planning is about having a plan in place that will help ease some of the stress that inevitably follows a loved one’s passing. Read More
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Why the Best Estate Plan…

Why the Best Estate Plan is a “Process” Rather Than a “Project”

Many people put their estate plan on their to-do list as a one-time project: “Create estate plan” or “Meeting with lawyer 10:30 a.m. Thursday for estate plan.” Thinking of your estate plan as a single project or task to complete and move off… Read More
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Pet Trusts: Mistakes to A…

Pet Trusts: Mistakes to Avoid When Leaving Assets to Your Pets

Too many people make the mistake of trying to set up a pet trust themselves, assuming that a form downloaded from a do-it-yourself legal website will automatically work in their circumstances. Read More
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Categories: Pet Trust

A Powerful Exercise to Surface the Values You Want to Pass on to the Next Generation

Every one of us receives and passes on an inheritance. The inheritance may not be an accumulation of earthly possessions or acquired riches, but whether we realize it or not, our choices, words, actions, and values will impact someone and form the he… Read More
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Categories: Legacy of Values

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