Wills & Trusts

Our firm does not advise clients to prepare Deed Upon Death (for transferring real estate). Deeds upon Death are a...

Setting up a Living Trust will not affect the way you file your income tax returns. The IRS and state...

An easy way to obtain some asset protection is to setup limited liability companies (LLC’s) for your properties. The next...

We think it’s easiest to think of it in two (2) steps: Step 1: First, you need to work with...

In short, we believe we’re better than both. VERSUS LAW FIRMS We used to charge $4,000-$6,000 per Estate Plan! Our...

When you’re preparing an Estate Plan with children, choosing a potential Guardian for your kids is beyond important. Here are...

If our law firm prepared your Living Trust, and if you indicated that you wanted to distribute your assets to...

The most important question you’ll need to answer during Estate Planning is who will serve as the Guardian for your...

Once your Estate Planning documents are signed, we recommend that you retain the originals in a safe place (ideally, a...

Although some documents may vary slightly from state to state, our comprehensive Estate Plans generally include: Living Trust or Will:...

There are many documents in an Estate Plan, and the list differs slightly for joint Estate Plans. In such cases,...

When you create a Living Trust, there are two (2) steps that you need to go through. The first is...

QDOT stands for Qualified Domestic Trust and can be a subdivision of your trust if one of the spouses is...

A trust transfer deed is the instrument that effectuates the transfer of ownership of your real-estate from you, as an...

With an A/B Trust, after the first spouse dies the Living Trust is split into two parts, Trust A and...

Our office is often asked the seemingly simple (but often misunderstood) question, “What is an Estate Plan?” One answer is...

There are many issues to consider when creating an Estate Plan. Among other things, ask yourself the following questions: What...

Staged Distribution is a planning strategy which requires beneficiaries to receive their inheritance over time, in stages, rather than all...

If you have minor children you should consider choosing both temporary and permanent Guardian(s). A temporary Guardian is usually someone who...

The people you name as “Primary Beneficiaries” (also known as “Residuary Beneficiaries”) will inherit all of your assets minus your...