- Helping you plan for your family's tomorrow at every stage of your life.
After reading my last blog post, a friend pointed out that you can only understand the benefits of a living trust if you know about the process of probate, and why you would want to avoid going through it. Probate … Continue reading
This post was prompted by a question a good friend asked me. He is in his mid-30’s with a wife, two kids, a house, and a modest retirement account. My friend asked me if it was true that for anyone … Continue reading
Some of my clients have questions about transferring assets outside of probate by putting their heirs on the deed or title to property. Although this may work for some clients in some situations, we need to be very careful about … Continue reading