Updating Your Plan

4 Tips for Creating an Estate Plan that Works!

Posted on: July 13th, 2017
In a study conducted by caring.com in 2015, only 56% of American households had a will or a living trust. While most of us understand the importance of having a will in place, especially in seeing to the needs of a young family, there is still an unexplained resistance to attending to legal matters to assure that family affairs are in order....

Dennis Hopper Saves Heirs with Last Minute Estate Plan Changes

Posted on: March 10th, 2016
Dennis Hopper, known for his role in Easy Rider, wanted to leave his fortune to his family. Well, not everyone in his family. Hopper made numerous estate planning changes in the last months of his life. His goal? ...

Marlon Brando’s Housekeeper and a Tale of Broken Promises

Posted on: March 3rd, 2016
After Legendary Oscar-winning actor Marlon Brando died, his longtime housekeeper, Angela Borlaza, claimed that he had promised to give her a home she claimed he had purchased for her as compensation for her work. She also claimed that he promised her that he would deed it to her prior to his death. However, that was never done....

Dispelling the Top 3 Estate Planning Myths

Posted on: August 24th, 2015
Don't make these mistakes! Understanding the top three estate planning myths will help you to create and maintain a plan that will work the way you expect it to work when it’s needed....

3 Powers to Consider Giving to a Trust Protector

Posted on: April 10th, 2015
Today many estate plans contain irrevocable trusts that will continue for the benefit of a spouse’s lifetime and then for the benefit of several generations. Since these trusts are designed to span multiple decades, it is important that they include a trust protector who will have the ability to adjust the trust provisions as circumstances, beneficiaries, and governing laws change....

5 Good Reasons to Decant a Trust

Posted on: March 30th, 2015
Today many estate plans contain irrevocable trusts that will continue for the benefit of a spouse’s lifetime and then for the benefit of several generations. Since these trusts are designed to span multiple decades, it is important that they include trust decanting provisions to address changes in circumstances, beneficiaries, and governing laws....
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