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Author: Alaina Sullivan

Tips for Personal Representatives

Posted onJuly 5, 2022July 5, 2022

After being appointed as personal representative of a loved one’s estate, you may not quite understand what exactly that appointment entails. You may even be confused on where to start. The following tips have proven to be helpful for many of my probate clients in Read More …

CategoriesEstate planning

The Lady Bird Deed

Posted onMay 20, 2022May 20, 2022

The Lady Bird Deed is a way to transfer land at death without probate. This specific form of life estate deed allows the owner to retain control of the property during his or her lifetime including the ability to sell it.  Upon death,  it is Read More …

CategoriesEstate planning, Financial planning, Probate

Children and Estate Plans: Everything You Need to Know

Posted onMarch 22, 2022March 22, 2022

Sitting at the top of every parent’s list of priorities is one thing: to make sure their children are taken care of no matter what life changes or unfortunate circumstances occur. A child losing both parents as a minor is unthinkable, but unfortunately, it does Read More …

CategoriesEstate planning, Financial planning, Guardianship, Revocable Trust, Special Needs Trust, Uncategorized

5 Estate Planning Misconceptions

Posted onMarch 15, 2022March 15, 2022

Planning for the future is easy to procrastinate, but it can have significant and costly effects if the worst happens and you haven’t properly prepared.  Many people tend to think they are not at a point in their life where an estate plan matters. This Read More …

CategoriesEstate planning, Financial planning

New Year’s Resolution – Do you have an estate plan?

Posted onJanuary 12, 2021January 12, 2021

With the start of the new year, many people are looking to make progress towards completing those “to do” lists they have been putting off for so long. Finally taking care of an estate plan may be one of those tasks, and there is no Read More …

CategoriesEstate planning, Revocable Trust

More Common Estate Planning Mistakes

Posted onNovember 12, 2020November 10, 2020

Preparing an estate plan does not have to be a complicated process. Certain important decisions need to be made regarding who will handle your estate upon your death, who will take care of your minor children, and who will handle certain roles in the event Read More …

CategoriesEstate planning, Probate, Revocable Trust, Trustee

What Are the Trustee’s Responsibilities?

Posted onNovember 10, 2020November 10, 2020

Selecting a trustee to handle your estate is no easy task. Considering the level of responsibility that goes together with being appointed as trustee, the selection of who will handle this job duty should be one that is given a lot of thought and consideration. Read More …

CategoriesBeneficiary, Estate planning, Revocable Trust, Trustee

Do I Need an Estate Plan when I am Single?

Posted onNovember 2, 2020October 30, 2020

Many clients come in with the misconception that they need to be in a certain stage of their lives before an estate plan is needed. Regardless of whether you are single, married, have children, or do not have any children, you need some type of Read More …

CategoriesEstate planning, Guardianship, Healthcare Power of Attorney, Power of Attorney

Should You Share Details of your Estate Plan with your Family?

Posted onOctober 28, 2020October 27, 2020

The decisions that go along with preparing an estate plan are far from easy ones to make. So many different factors are at play when determining who will handle your assets or who will care for your children in the event of your death. The Read More …

CategoriesEstate planning, Guardianship, Healthcare Power of Attorney, Power of Attorney, Trustee

How Estate Plans Change through Your Life

Posted onOctober 27, 2020October 26, 2020

Clients come in to speak about estate planning during different phases of their lives. I regularly meet with clients who are young parents wanting to make sure someone will take care of their children if both of them were to die. I also see clients Read More …

CategoriesEstate planning, Financial planning, Guardianship, Revocable Trust

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