by Lauren Jackson | Apr 9, 2025 | Attorney, Beneficiaries, Estate Planning, Guardian, Lawyer, Revocable living trust, Wills
A question that we get asked often is “when should I update my estate plan?” Updating your estate plan is essential to ensure it reflects your current wishes and circumstances. You should update your estate plan whenever significant life events occur or when you know...
by Lauren Jackson | Feb 1, 2025 | Attorney, Beneficiary, Estate Planning, Lawyer, Revocable living trust, Trusts
The decision to set up a revocable trust is less about a specific net worth and more about your goals and the complexity of your estate. Just about everyone can benefit from a revocable trust and let’s dive into some of the main features. When thinking about creating...
by Lauren Jackson | Feb 15, 2024 | Attorney, Beneficiaries, Estate Planning, Lawyer, Living will, Power of Attorney, Retirement, Revocable living trust, Trusts, Wills
Whether you want to think about it or not, there comes a time in everyone’s life when it is too late to complete an estate plan. Waiting until the last minute, or until a significant life event occurs, can lead to complications and potential limitations. Being an...
by Lauren Jackson | Jan 12, 2024 | Attorney, Beneficiaries, Estate Planning, executor, Irrevocable trust, Lawyer, Revocable living trust, Trusts, Wills
Throughout the years, we have helped clients who believed that they were not getting their fair share of an estate or their family’s personal belongings. Unfortunately, even dealing with family, sometimes especially when dealing with family, when money or...
by Lauren Jackson | May 19, 2023 | Estate Planning, Revocable living trust, Trusts
Let’s be honest, estate planning can be complicated. So many major decisions must be made and so many documents should be completed. The thing about estate planning is that each individual or family’s estate plan can be designed to fit their needs. No two estate...
by Lauren Jackson | Feb 6, 2023 | Estate Planning, Revocable living trust, Trusts
You have a revocable trust drafted, signed, and notarized. I bet you think your assets are covered; however, your work is not done yet. Completing your trust is only part one. Part two is your homework. Now, you must transfer your assets into the trust, one by one....
