People know that they need to design an Estate Plan, but often look for shortcuts. Those shortcuts come in various forms, from “do-it-yourself” Wills purchased at an office supply store or online, to adding beneficiaries to accounts or deeds. Without consulting a qualified Estate Planning attorney, an individual has no way of knowing the myriad […]
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When Is It Time to Graduate From a Revocable Trust to Advanced Estate Planning?
When clients first come to our office, many already have a revocable living trust. In fact, we often tell them...
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