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It’s easy to overlook an important task after a spouse or other loved one passes away – like retitling assets. It’s a little thing with big ramifications. Follow this checklist to help make a challenging time less confusing.
Probate court can be avoided with the right revocable trust by immediately passing assets after the grantor passes. Read our guide to learn who can change it.
No matter what line of work you are in, estate planning has facets that apply to everyone, and it comes down to documenting wishes and avoiding probate and unnecessary taxes. Too many people put it off, but, in general, the sooner you do it, the better.
Navigate the estate planning process with ease & create an effective plan. Avoid or reduce taxes & protect your heirs. Learn the 7 essential steps today. What Are 7 Steps in the Estate Planning Process?
Prince's estate planning mistakes can help you plan your future - 4,800 court filings prove estate planning is key for a secure future.
Learn the difference between a grantor and non-grantor trust and its implications when setting up an irrevocable or revocable trust. Understand the potential tax implications and how to decide which is best for you. All with this quick guide.
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Do I Really Need a Trust and Estate Planning Lawyer?

Some people don’t think you need an attorney if you want to set up a revocable trust, but the truth is, your trust is one of the most important documents you’ll ever create. Having your revocable trust set up with the assistance of an experienced attorney ensures that it will protect your assets and that your wishes will be honored. Book a call today to get started!

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