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Latest Blog Posts

Is Your Estate Plan as Stale as Last Week’s Ham Sandwich? 5 Reasons to Update Your Estate Plan

Posted on: July 22nd, 2016
Estate plans are almost magical: they allow you to maintain control of your assets, yet protect you should you become incapacitated. They take care of your family and pets. And, if carefully crafted, they reduce fees, taxes, stress, and time delays. Estate plans can even keep your family and financial affairs private. But one thing estate plans can’t do is update themselves....

Updating Your Revocable Trust: How Many “Tweaks” Are Too Many?

Posted on: July 15th, 2016
If your life or the law has changed since you signed your trust, it needs to be updated. Updates can be made by way of an amendment - or - a complete restatement. An amendment updates a specific part of the trust; whereas, a restatement, updates the entire trust. You might think that an amendment would cost less than a restatement, but that’s not necessarily true. Let’s chat about which is best for you....

How Often Do You Update Your Estate Plan? More Often Than Your Resume?

Posted on: July 8th, 2016
A resume is a “snapshot” of your experience, skill set, and education which provides prospective employers insight into who you are and how you will perform. Imagine not updating that resume for 5, 10, or even 15 years. Would it accurately reflect who you are? Would it do what you want it to do? Likely not. Estate plans are similar in that they need to be updated on a regular basis to reflect changes in your life so they can do what you want them to do. Outdated estate plans - like outdated resumes - simply don’t work. ...

Wondering Whether You Need to Update Your Estate Plan? Yes, You Do and Here’s Why

Posted on: July 1st, 2016
Please allow us to be frank. It’s unrealistic to think that a piece of paper you draft, reflecting your life at a certain time, will work when your life has completely changed some years later. We’ll use the Kendrick family as an example....

Prince’s Sad and Incredibly Expensive Mistake! (Are You Making It, Too?)

Posted on: June 9th, 2016
The news of the unexpected death of music legend Prince, age 57, shocked the world and touched off stirring tributes from the likes of Bruce Springsteen, Elton John, the Harlem Gospel Choir and the cast of Saturday Night Live. Prince left a profound, indelible mark as an artist – when asked what it was like to be the greatest guitar player alive, for instance, Eric Clapton famously responded: “I don’t know. Ask Prince.” Tragically, though, for all his talent, Prince made a simple error that is creating huge complications for his family....

Will Your Revocable Living Trust Avoid Probate? It Depends.

Posted on: June 3rd, 2016
If you’ve set up a Revocable Living Trust, congratulations! You’re definitely on the right track. But…you’re only half way there. Many believe because they took the time to create a Trust, their estate will automatically avoid probate. Unfortunately, this is a false sense of security....
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