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//Tag: beneficiaries
1 03, 2019

5 Things Every New Mother Needs to Know About Wills

By |2019-02-26T21:31:19-07:00March 1st, 2019|Categories: Estate Planning, Probate, Trust, Will|Tags: , |0 Comments

As a new mother, you naturally want to ensure your new baby’s future in every way. For many new mothers, infancy is a time for celebrating new life, and making a will is the last thing on their minds. For others, bringing new life into the world sparks intense [...]

25 02, 2019

3 Tips For Every New Homeowner

By |2019-02-23T19:54:38-07:00February 25th, 2019|Categories: Estate Planning, Probate, Trust|Tags: , |0 Comments

Congratulations on the purchase of your new home.  Whether this is your first home or an upgrade/downsize, purchasing a home is a big event in your life.  When these major life changes occur, you should be properly prepared. Below are a few things for you to consider now that [...]

15 02, 2019

5 Reasons to Embrace the Emotional Side of Estate Planning

By |2019-02-15T17:03:14-07:00February 15th, 2019|Categories: Estate Planning, Taxes, Trust, Will|Tags: , |0 Comments

When you hear the phrase “estate plan,” you might first think about paperwork. Or your mind might land on some of the uncomfortable topics that estate planning confronts head-on: end-of-life decisions, incapacity, and your family’s legacy from generation to generation. Those subjects hit home for everyone. But while that [...]

28 01, 2019

3 Simple Ways to Avoid Probate Costs

By |2019-01-26T12:18:05-07:00January 28th, 2019|Categories: Estate Planning, Probate, Trust|Tags: , , |0 Comments

The bad news: probated estates are subject to a variety of costs from attorneys, executors, appraisers, accountants, courts, and state law. Depending on the probate's complexity, fees can run into tens of thousands of dollars. The good news: probate costs can be reduced by avoiding probate. It’s that simple. [...]

14 12, 2018

Wills vs. Trusts: A Quick & Simple Reference Guide

By |2018-12-14T10:47:38-07:00December 14th, 2018|Categories: Estate Planning, Trust, Will|Tags: , , , |0 Comments

Confused about the differences between wills and trusts?  If so, you’re not alone. While it’s always wise to contact attorneys like us, it’s also important to understand the basics. Here’s a quick and simple reference guide: What Revocable Living Trusts Can Do – That Wills Can’t Avoid a conservatorship and guardianship. A revocable [...]