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Choosing Your Successor Trustee

Who should you choose to be your successor trustee? If you have a revocable living trust, you probably named yourself as trustee so you can continue to manage your own financial affairs.  Eventually, someone else will need to step in when you are no…

Transfer On Death or Payable On Death Accounts: Pros and Cons

Transfer on death or payable on death accounts sound great at first glance - exactly because they are so easy to set up. However, there may be problems ahead for your beneficiaries if their circumstances change in any way.

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 . . .

‘Til Death Do Us Part, Too: Estate Planning Tips for Commitment Without Marriage

Advice columnist Ann Landers once observed that “love is friendship that has caught fire.” If that’s true, there are thousands of ways for that blaze to unfold. For many Americans, such devotion and passion do not need to be neatly formalized a…
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Wills Vs. Trusts: Take Control of Your Wealth Distribution

You work hard for your money and want to ensure that your wealth distribution goes according to your wishes upon death. Sadly, many people simply don’t understand the difference between wills and trusts and how they can affect inheritance. Don…
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Why a Trust Is the Best Option for Avoiding Probate

The purpose of probate is to transfer property ownership for all assets that were listed in your name when you passed away. A trust can bypass probate because your assets are transferred to the trust while you are still alive.
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