Recent Blog Posts
Attend an Estate Planning Webinar!
We invite you to join us for a relevant, practical, and streamlined estate planning webinar without a bunch of unnecessary legal jargon flying over your head. We want to simplify this process for all of those stuck at home, which is why we chose to bring our traditional seminar format online. We recognize that… Read More »
Protect Your Children w/ an Inheritance Trust
A family inheritance trust can be an essential tool in the estate planning process because they are often necessary to prevent misuse by inheritance beneficiaries. Since inheritance trusts typically do not require court supervision, you can protect your children’s inheritance from their spouse in the event of divorce or your child’s death. A family… Read More »
How to Plan for a Parent’s Nursing Home Care
We’ve all seen the commercials on TV that urge us to pre-plan our funerals. When you think about it, though, many frequently consider nursing home care more essential than burial or cremation. First, recognizing that placing a beloved one in a nursing home is a frequent problem may be beneficial. Every year, millions of… Read More »
Veterans Benefits Survivors Should Know
Compensation for Veterans’ Survivors The DIC benefit is one of the most significant veterans benefits for survivors. Tax-free payments as much as tens of thousands of dollars a year are available to those who qualify for DIC. This program pays a monthly sum to qualified surviving spouses, depending on the deceased veteran’s pay grade…. Read More »
5 Common Myths Surrounding Estate Planning
Most of us don’t know a lot about the laws regarding estate planning. After all, they’re topics none of us really want to deal with. However, everyone should endeavor to at least understand the basics, and we should know enough to recognize common myths when we run across them. Here are a few misconceptions… Read More »
Estate Planning for Unmarried Partners
Estate planning may be even more important than you think if you have a life partner but are not married. Without an appropriate plan, neither of you will be in a position to inherit from each other—and neither of you will have a say in the other’s end-of-life medical care. If you die without… Read More »
Estate Planning When You’re Elderly or Ill
Many folks don’t want to think about the worst, we get that. However, without the appropriate estate planning in place, you will wish you would have! Create Your Will If you haven’t already created a will, our firm highly recommends that step first. A will is paramount if there are complicated family situations or… Read More »
Primary Advantages of Creating a Living Trust
A living trust saves your family time and money by avoiding probate — and it confers several additional benefits as well. The main benefit of a revocable living trust is that it saves your family time and money by avoiding probate after your death. But there are other advantages as well. Protection From Court… Read More »
3 Reasons for Changing a Trust When Moving to Washington
With the influx of people moving to Washington State from California, many folks have questions about whether they should revoke their original trust to establish a new trust in their new state of residence (Washington State). California statutory trustee powers, trustee authorities, and trust administration rules should continue to apply to all trusts created… Read More »
Probate: Pass On Your Estate Without The Hassle
Probate can be an expensive and lengthy process, with costs totaling between 1% and 20% of the estate. If you’re married, your spouse will likely have to go through probate as well, which can potentially double the cost and time involved. The good news is that there are steps you can take to avoid… Read More »