Estate Plans—Don’t Get “Caught Dead” Without One

When people come to me seeking advice and assistance on estate planning, it’s generally because they want to make sure their loved ones avoid the expensive and time-consuming process of probate. Horror stories around this issue occur all the time. Here’s just one: Barry, a retired surgeon with a large estate (including a house, manyContinue reading “Estate Plans—Don’t Get “Caught Dead” Without One”

Considerations When Funding a Trust with Your Real Estate Holdings

Generally speaking, people own two kinds of real estate – a primary residence and/or investment property (residential rental, commercial real estate, etc.). So when the time comes to design an estate plan, the natural question is: Should I put my house or investment property in my living trust? There are several factors to consider beforeContinue reading “Considerations When Funding a Trust with Your Real Estate Holdings”

In Need of Estate Planning? Beware DIY Websites

At some point in our lives, many of us will need to create an estate plan to manage our assets—including property, financial holdings, personal belongings—not just for our lifetimes, but for our loved ones after we’re gone. For the most part, there are three types of trust you may want to consider in your estateContinue reading “In Need of Estate Planning? Beware DIY Websites”

What You Need To Know About Wills and Trusts

Many have experienced anxiety by reminding themselves of their own mortality with the COVID-19 pandemic. As a result of this, people are reaching out to me for estate planning. They ask if they need a Will or a Trust? Would they be able to get by with just a Will? As an attorney, I willContinue reading “What You Need To Know About Wills and Trusts”