Can I still Change My Trust?
Justin, my spouse and created a Revocable Living Trust. My spouse passed away. Can I make changes to the trust even though my spouse is no longer living?
Can I still Change My Trust? Read More »
Justin, my spouse and created a Revocable Living Trust. My spouse passed away. Can I make changes to the trust even though my spouse is no longer living?
Can I still Change My Trust? Read More »
Justin, does my Revocable Living Trust really need to split into an A and B Trust, or a Marital Trust and Family Trust, at my death? This seems complicated for my family to deal with after I am gone.
Do I Need A and B Trusts? Read More »
Justin, My wife and I both have children from a prior marriage. When one of us dies, we want to make sure that the survivor is taken care of, but we also have property we consider separate. We want to make sure each of our separate property winds up with our own children when we’re both gone. Is there a way to do that
How do we plan in a second marriage? Read More »
Justin, I am a wartime veteran living in assisted living. I heard you speak on the VA Aid and Attendance benefit several months ago, so I called the VA to ask if I qualified. They said I didn’t because my income of around $2,700 per month was too high. Any suggestions?
What To Do With Income Too High For VA Benefits? Read More »
Justin, my spouse and I own everything jointly. Why would we need Financial Power of Attorney documents
Why Do I Need Power of Attorney? Read More »
Sometimes people think they don’t need an estate plan because they’ve named one of their children to be the sole owner of all of their assets when they die. They say, “I’m not worried, I know my daughter will do the right thing.” This is not a good idea.
Plan to Avoid Family Conflict Read More »
Justin, I’ve heard about trusts and avoiding probate, but why can’t I just add my children as co-owners or death beneficiaries on my assets? Wouldn’t that avoid probate too?
Can I just add co-owners or death beneficiaries to avoid probate court? Read More »
Justin, I have talked to my mother for years about signing a will and power of attorney documents, but she was never interested in thinking about those types of things. Just last week, she received a diagnosis of dementia from her doctor. I assume it’s too late to plan her estate now—what do we do?
It’s Too Late to Plan. Now What? (Part 2) Read More »
Justin, I have talked to my mother for years about signing a will and power of attorney documents, but she was never interested in thinking about those types of things. Just last week, she received a diagnosis of dementia from her doctor. I assume it’s too late to plan her estate now—what do we do?
It’s Too Late to Plan. Now What? Read More »
Clients frequently ask if we can just set up a simple will for them. They don’t have a whole lot and they don’t want anything fancy or complicated. Although we certainly could draw up a “simple will” for someone, the result of doing that type of planning is not the outcome most people want.
No Such Thing as a “Simple Will” Read More »