Was Your Estate Plan Designed Just for You? Perhaps you already had an estate plan drafted for you that includes all the proper documents including a Revocable Living Trust, Pour-Over Will, HIPPA Release, Durable Power of Attorney, and an Advance Healthcare Directive. Further, perhaps the funding was completed and deed preparation and filing for your… Read More


Asset Protection Planning for your Beneficiaries Part 2 How Do I Love You? Let Me Show the Ways How many ways are there to distribute an inheritance? Basically there are two ways: outright, and in Trust. An outright gift provides no protection, and no direction. Now, if you have a beneficiary that is absolutely fantastic… Read More


Asset Protection Planning for your Beneficiaries Part 1 Why Does Someone Create an Estate Plan? As discussed elsewhere on my website and in my Blog, I have mentioned why people create Estate Plans. They do so for the benefits that Estate Planning provides. There are many benefits to creating a Revocable Living Trust, but we… Read More


Why Does Someone Need a Will or Revocable Living Trust? What Motivates Someone to Create an Estate Plan? Most of us just learned of Estate Planning from life. Perhaps it was a movie – we’re all familiar with the scene – where everyone gathers at the attorney’s office for a reading of the Will. As… Read More


Estate Planning for Those with Copyrights, Patents, and Trademarks. Many of us own and wish to pass on similar kinds of property such as a home, vehicles, personal property and so on. For an estate planner this is all pretty standard stuff. Now there can be many different methods for distribution of these kinds of… Read More


What is a Revocable Living Trust? Will I lose Control of my Property? Name Game So what is a Revocable Living Trust anyway? First let’s clear up some of the various names used for this estate planning device. This Trust can go by a few different names including a Revocable Trust, a Living Trust, and… Read More