» Estates & Trusts

Am I Entitled to a Copy of the Will When My Loved One Dies?

When a loved one passes away, getting a glimpse at the will is not the first thing on most people’s minds. In the weeks following the death, however, when the funeral is over and it’s time to address the business of the decedent’s e… Read More
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Categories: Estates & Trusts

Preventing Will and Trust Contests

You already know you can’t take it with you. But have you thought through what could happen as a result of the wealth you leave behind? Chances are, you created an estate plan in order to provide for your loved ones after you’re no longer… Read More
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Categories: Estates & Trusts

What to Do When a Family Member Dies

The first minutes and hours after a loved one dies are very emotional for everyone. Before even having had a chance to process the death, grieving loved ones need to take certain steps and are faced with some very important decisions. This time can b… Read More
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Important! Free Review of Your Estate Plan

During 2015, Estate Planning and Elder Law Services has been busy contacting our estate planning clients to offer a free 20-30 minute review of their estate plans. If you are one of our clients and have not received a phone call, you should be receiv… Read More
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Who Gets Mom’s Ceramic Chickens?

Unlike money, personal belongings usually cannot be divided equally after their owner passes away. For this reason, distributing possessions like furniture, jewelry, dishes, silverware, artwork, photographs or clothing is often the most difficult cha… Read More
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What Legal Rights Does a Trust Beneficiary Have?

Many people believe that a trust beneficiary has no rights other than to just “wait and see” what the trustee of the trust distributes to them. However, trust beneficiaries typically have certain rights in relation to the trust. The rights of a t… Read More
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The Ins and Outs of Estate Sales

We accumulate a lot of stuff over a lifetime and at some point – perhaps due to death, divorce, debt, or downsizing – we need to get rid of it. An estate sale is one way to dispose of possessions that you no longer want or need. However, there ar… Read More
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Categories: Estates & Trusts

Lifetime Probate & How To Avoid It

One of our firm’s primary goals is to assist our clients prepare an estate plan that prevents any unnecessary probate court involvement. However, for those who have not done the planning required to avoid probate, it may be necessary for someone to… Read More
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Year End Tax Planning Tips

Whether you are having a good year, rebounding from recent losses, or still struggling to get off the ground, you may be able to save a bundle on your taxes if you make the right moves before the end of the year. Defer your income Income is taxed in… Read More
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New Guides Help Those Appointed to Manage Someone Else’s Money

Have you been officially asked to manage someone else’s money? For example, have you been named as an agent under a power of attorney or appointed trustee of a trust? As our society ages, more and more people are being asked to take on these roles,… Read More
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