by Madalyn Davis | Nov 12, 2019 | Estate Planning, Wills & Trust
Perhaps you just created a Trust, or maybe you’ve had one for years but never funded it. Either way, now is the time to review that Trust and see what exactly is in it. One purpose of a Trust is to avoid probate, but that is only possible if your Trust has been...
by Madalyn Davis | Nov 5, 2019 | Estate Planning, Probate
As parents age, children begin to consider how mom or dad’s accounts and finances will be managed; or they start to consider the logistics involved in moving accounts or property after a parent has passed. The answer many clients come to is to put themselves on the...
by Madalyn Davis | Oct 29, 2019 | Estate Planning, Wills & Trust
Have you wondered if you really need to make a Will? We are asked this question many times by people who are trying to decide if they want to spend the time and money to make a Will. To make this decision, it is important to understand what a Will does as well as what...
by Madalyn Davis | Oct 22, 2019 | Estate Planning, Probate, Wills & Trust
An important part of estate planning is understanding what your assets are and which assets are subject to probate (“Probate Assets”) versus which are not subject to probate (“Non-Probate Assets”). Probate Assets are assets that are controlled by the terms of a Will...
by Madalyn Davis | Oct 15, 2019 | Estate Planning, Wills & Trust
Grief causes people to react in ways we wouldn’t expect or anticipate. Things that seem small, personal mementos and items of sentimental value, are often the biggest cause of family fighting. Whole estates have been drained as children spend money on hiring attorneys...
by Madalyn Davis | Oct 8, 2019 | Elder Care, Estate Planning
Estate Planning is not just about Wills and Trusts. Having a plan in place to govern your health and finances if you are living but incapacitated, Incapacity Estate Planning, is important as well. What does it mean to be incapacitated? Being incapacitated means that...
by Madalyn Davis | Oct 1, 2019 | Estate Planning, Wills & Trust
Estate Planning can be confusing. It can be hard to navigate the Who, What, and How’s of estate planning. Who should you leave your assets to? What are you leaving? How should you leave it? Who you Leave your property to: It doesn’t have to be family. You can leave...
by Susan Grissom | Sep 24, 2019 | Estate Planning, Wills & Trust
Creating an estate plan defines who receives your property after your death. Among other things, it allows you to decide on the distribution of your assets, appoint an executor and trustees to carry out your wishes, and appoint guardians for your minor children. An...
by Susan Grissom | Sep 17, 2019 | Estate Planning, Wills & Trust
Establishing an estate plan means sitting down with your lawyer to discuss the disposition of your property after your demise. An estate plan is the best way to put your financial affairs in your preferred order. It lets you ensure your assets go where you want them...
by Susan Grissom | Sep 10, 2019 | Estate Planning
Like most people, your estate plan probably includes leaving any real property you own to your family. That means you also want to leave them with as small a tax bill as possible on any property they inherit from you. Tax and estate planning can be complicated. Often,...
