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 | Dec 2, 2023 | Attorney, Billing, Estate Planning, executor, Lawyer, Small Business, Trusts, Wills
As more AI is developed, there will be more web-based companies that you can choose to help you draft your estate plan. Online companies will make promises to lure you in with convenience or an upfront cost that might seem too good to be true. Let’s review why...
by Lauren Jackson | Sep 30, 2023 | Attorney, Beneficiaries, Beneficiary, Estate Planning, executor, Guardian, Lawyer, spendthrift trust, Supplemental Needs Trust, Trustee, Trusts
Over the years I have had clients who wish to leave assets or money to a beneficiary who is either on disability or doesn’t have the wherewithal to manage his or her own finances. If you want to leave money to someone, but are worried the beneficiary won’t use 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 | Mar 17, 2023 | Estate Planning, Trustee, Trusts
If you have a revocable living trust in place for yourself, you can generally amend your trust at any time, including the trustee. However, amendments must be properly executed based on state law and in accordance with the terms of the trust. Alternatively, if you...
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....
