Estate-Plan-Trusts
Estate Planning - Considering a Second Marriage Late in Life
As the life expectancy of people in the United States increases, the reality of second and third marriages becomes more likely even for those who tend to marry for a long time if not until the death of their first spouse. Read more →Estate Planning - Intent to Disinherit or Oversight?
Sometimes family and estate planning begins before the family is complete, particularly in an age where people (generally) are waiting until later to have children. Read more →Estate Planning - No Contest Clause in your Will
There is value in the story of an older client who had seen a very interesting clause employed in a will. There was a great deal of money at stake and the many family members had little reason to love each other, because they had never met and never knew of each other? Read more →Estate Planning - Protecting Your Spouse
The first question many people have when considering estate planning is how to protect their spouse in the event that they pass away. Although it is common to offer the advice that a will or trust is the best way to protect a surviving spouse, it is also important to remember to explain what protection a spouse has prior to a will or trust being created in which they are a named as an heir or beneficiary. Read more →Estate Planning - Real Property Disbursement Problems
Many parents want to give an equal share of the family home or some other sentimental form of real property (actual land usually) to their surviving children in equal shares. Read more →Estate Planning - Rules and Trustees
If you are wisely attempting to put some assets into a trust (inter vivos) in your lifetime, then you have been paying attention to the important differences between wills and trusts. Read more →Estate Planning - The Life Estate
The life estate is something every first year law student learns about when they study the arcane and often bizarre history of property law that harkens back to the days of English knights, lords and serfs, and the transfer of property through the ceremonial throwing of dirt clods with oaths of duty to accompany. Read more →Estate Planning - The Mortgage: To Pay or Not To Pay
Where does your home mortgage fit into your financial planning and particularly into your estate planning? In the world of yesteryear, the chief goal was to pay off the mortgage and hold the property free and clear. Read more →Estate Planning ... Not Just For The Wealthy
You've worked hard, accumulated assets, and been diligent in saving for a comfortable retirement. Now it is important to implement a plan to protect those assets in the event something were to happen to you. Read more →Estate Planning ? Protecting Your Will's Integrity
In the not overly distant past, the writings of the testator were the only evidence of his or her intentions and mental capacity. Undue influence was harder to defend against when the only evidence was the testator? Read more →Aphorism
We do not have, never have had, and never will have an opinion about where the stock market, interest rates or business activity will be a year from now.
Warren Buffett