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Tag Archive 'Probate'

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          As estate planning attorneys we advise clients to be proactive in planning for life events such as disability and death.  In establishing the proper legal documents before such an event occurs, it allows the clients to decide important issues such as who should be the decision maker and what instructions they should follow.  With […]

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Establishing an estate plan is crucial to ensuring that your assets and family are protected and provided for in case of a disability or death.   However, education about the estate planning process is also key to ensuring that the plan is carried out effectively.  When a loved one loses capacity or passes away it is […]

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                There are common events which trigger a need for estate planning, one of which is the birth of a child.  In my experience, nominating a guardian for the care of a minor child is often the most important yet challenging decision for parents to make.   Below are some important issues which should be addressed […]

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For more information about our estate settlement services, please visit http://www.familywealthlawgroup.com/settlement.html

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The simple answer is ALL ASSETS, that is all assets which we want to be subject to the trust instructions. Remember that the trust will only control any assets that have been formally transferred into the trust via a change in title or beneficiary designation. Once of the most common misconceptions is that if an […]

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How one holds title to their assets will determine the process by which those assets will be administered; whether by contract, operation of law, court action (probate), or privately via trust instructions. It will also determine who will inherit the property whether it is the person they intended or a default person entitled to receive […]

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