Tag: attorney

How to Avoid Sending Your Loved Ones (and Assets) through Probate

Today many people are using a revocable living trust instead of a will or joint ownership as the foundation of their estate plan. When properly prepared, a living trust will avoid the public, costly and time-consuming court processes guardianship (due to incapacity) or probate…

Nosey Neighbor Nellie Can Find Out About Your Probate. Really!

Most people think of probate as a private process. However, since Wills are filed at the courthouse, probated estates become a matter of public record. That means your nosey neighbor Nellie can simply go down to the courthouse or hop online and find out…

Trust Planning? What are my options?

Creating an estate plan that works can seem daunting.  However, that’s what we, as estate planning attorneys, do every day. We know the laws and know how to design the right plan that works for the needs of the individual client and the client’s…

Wills vs. Trusts: A Quick & Simple Reference Guide

the time abou I talk all the time about a Will and a Trust as two different things and I always get confused glares. Not sure about the differences between wills and trusts?  You are not alone. While it’s always wise to contact experts like…

Are you old at 50? Financial Smarts peak at 50 –Here’s How to Protect Your Older Self.

A recent study conducted by Texas Tech University concluded that the ability to make smart financial decisions peaks at age 50.  This decline was observed in both men and women, making both sexes equally vulnerable to financial fraud as they age. 4 Tips for…

Ha escuchado usted sobre un “trust” pero no sabe que es o como puede beneficiarle?

Primero, déjeme decirle que es un testamento: Un testamento es un documento que indica cómo se van a transferir los bienes del Testador al morir.  Este documento es solo valido después de la muerte del creador y para transferir los bienes a los beneficiarios…