Business Succession
As a business owner, how much planning goes into taking a week vacation? Leaving your business, even for a short…
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Knowledge is Power
The Living Trust Essential Checklist
It is essential to review your living trust from time to time. There is no hard and fast rule on…
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Estate Planning: Trusts, Power of Attorney & HIPPA Authorizations
Every year I vow to start my Christmas shopping earlier. If I am organized and purchase all of my gifts…
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Revocable Living Trust: Who Should My Successor Trustee Be?
When creating a revocable living trust, it is common that the trustmaker(s) will serve as trustee and appoint a successor…
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Why Trust Fund Babies Are More Independent
When we think of the term “trust fund baby”, names like Hilton and Kennedy come to mind. However, setting up…
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Why Small Business Owners Must Consider Estate Planning
Small business owners overlook the importance of estate planning. Tony owned a small dental practice. He was married with two…
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Protect Your Children, Get a Trust
Protect Your Children, Get a Trust When my husband and I sat down to write our trust, it was smooth…
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Do You Need an Estate Planning Lawyer? Probably
Do You Need an Estate Planning Lawyer? Probably. Despite what your well-intentioned friends might tell you, estate planning attorneys aren’t…
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Understanding Probate (and avoiding it!)
“Probate” is one of those elusive terms that only lawyers seem to know about (and few of us at that!). …
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