NEWS & LEGAL ARTICLES

Estate Planning

Maintaining Your Living Trust

When properly prepared, a living trust avoids costly court processes. However, many people make a major mistake when they do not properly maintain their trust.

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Estate Planning

What is an Ethical Will?

An “Ethical Will” is a statement of personal values. It can set forth life philosophies, wishes, testimonials, almost any final message you want others to know.

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Estate Planning

Storing Your Estate Planning Documents

Gathering necessary paperwork in one location will save your loved ones an irritating game of “find the forms” after your death. This is the perfect time to decide on a safe place to store all your estate-planning documents.

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Estate Planning

Death and Title to Assets

Many times when someone dies owning property in his or her name, the surviving family members do not take the necessary steps to clear title to the property. Although this is common, it can create future problems.

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Estate Planning

How To: Lifetime Gifts

It may be better to give than to receive but, careful examination of both personal and tax considerations should be made before embarking on a course of lifetime gift giving.

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