by staff | Aug 13, 2026 | Uncategorized
When you think about estate planning, you likely think about your Last Will and Testament or your Trust. But many important assets, such as retirement accounts and life insurance policies, are distributed pursuant to beneficiary designations at your death. In other...
by staff | Jul 6, 2026 | Uncategorized
We often help our clients transfer real estate into their trusts, to an LLC, or into joint tenancy with a spouse. Because deeds are public record, clients will sometimes receive solicitations in the mail shortly after the deed is recorded. It’s important to note that...
by staff | May 11, 2026 | Uncategorized
When a child turns 18, they are legally considered an adult. This means that, even as their parent, you no longer have automatic legal authority to make medical, financial, or legal decisions on their behalf. For that reason, many of our clients are choosing to have...
by staff | Mar 10, 2026 | Uncategorized
When we draft your estate plan, our goal is to ensure that your real estate is titled in your Trust. After our estate planning signing, we record the deed(s) and mail them to you. But then life happens. You buy a new house. You purchase rental property. You inherit...
