by Madalyn Davis | Mar 17, 2020 | Estate Planning, Wills & Trust
You have just welcomed a new addition, a baby, into the world! It’s exciting, it’s exhausting, and it’s a little bit terrifying. After a few weeks, or months, when your life starts to settle into a new routine with this tiny human, and your brain has...
by Madalyn Davis | Mar 3, 2020 | Wills & Trust
Most people aren’t aware that a Will they wrote prior to a marriage or the birth of a child is likely revoked, at least in part, and no longer leaves their estate as their Will states. Let’s look at two scenarios, one the results of a marriage after writing a Will and...
by Susan Grissom | Feb 25, 2020 | Estate Planning, Wills & Trust
Have you wondered what your attorney means when they refer to a HEMS standard but you did not ask? Often a trust will contain language that limits a Trustee’s ability to give money to a beneficiary and contains the words “health, education, maintenance, and support,”...
by Madalyn Davis | Feb 18, 2020 | Estate Planning, Wills & Trust
The most frequent mistake I see in “do-it-yourself” Wills are clients who leave assets to children who are minors or under the age of 18. While parents want to leave their estates to their children and provide and care for them in the event they pass, naming your...
by Madalyn Davis | Feb 11, 2020 | Estate Planning, Wills & Trust
What is a Living Will, a Living Trust, a Last Will, and most importantly, is there a difference? If so, what is the difference? Some people refer to an Advance Directive as a living will. This kind of document allows you to name an agent to make medical decisions for...