The Five Most Common Successor Trustee Mistakes (and How to Avoid Them)20210527151733
The Five Most Common Successor Trustee Mistakes (and How to Avoid Them)
May 27, 20210 comments
What is a benefit of a revocable living trust?Bob and Edna Wyatt came to see us when Bob’s health began to decline. An important part of their estate ...
Buzz Aldrin’s Revocable Living Trust: Has It Lived Up to Its Goal?20190228164513
Buzz Aldrin’s Revocable Living Trust: Has It Lived Up to Its Goal?
February 28, 20190 comments
For younger generations, the name Buzz brings to mind the courageous but occasionally impulsive character from Toy Story, Buzz Lightyear. Some of us, ...
Estate Planning and Succession Planning: Helping to Pass Along a Family Business’ Values as well as Assets20180410104023
Estate Planning and Succession Planning: Helping to Pass Along a Family Business’ Values as well as Assets
April 10, 2018elder care law, estate attorney, estate lawyer, Estate Planning, estate planning attorney, estate planning law firm, estate planning trusts, medicaid attorney, Medicaid lawyer, revocable living trust, trust and estate planning, trust estate planning, what is estate planning?0 comments
Family-owned businesses are the backbone of the American economy, accounting for 64 percent of U.S. gross domestic product. However, they face unique ...
Divorce and Estate Planning20180221131127
Divorce and Estate Planning
February 21, 2018Beneficiary Designations, elder care law, estate attorney, estate lawyer, Estate Planning, estate planning attorney, estate planning law firm, estate planning trusts, How does a trust work?, Living Wills, medicaid attorney, Medicaid lawyer, powers of attorney, revocable living trust, trust and estate planning, trust estate planning Divorce and estate planning, trusts, types of trusts, what is estate planning?, wills0 comments
Divorce and its Impact on Estate PlanningThe spring and summer months are ripe with weddings, so much so that the time is frequently referred to as “w...
How to Provide for your Loved Ones After You’re Gone20170728075605
How to Provide for your Loved Ones After You’re Gone
July 28, 2017elder care law, estate attorney, estate lawyer, Estate Planning, estate planning attorney, estate planning law firm, estate planning trusts, Financial Planning, medicaid attorney, Medicaid lawyer, Patrick Johnson, revocable living trust, SRS Capital Advisors, Synthesis Life, trust and estate planning, trust estate planning probate, what is estate planning?0 comments
Caring for our loved ones is one of the most important things we can do in life.But, can we ensure that care continues after we’re gone?A recent surve...
Choosing An Inheritance That Will Leave Joy, Not Despair – 2 Issues20120316100705
Choosing An Inheritance That Will Leave Joy, Not Despair – 2 Issues
Issue 1. Financial ruin. It sounds so counterintuitive, but those who suddenly inherit a lot of money can very quickly fall into financial difficulty ...
Tools for the Family Wealth Trust20100810070826
Tools for the Family Wealth Trust
The Family Wealth Trust secures more than money and property – it also protects your memories. Many tools exist to preserve the moments from family ho...