Will My Client’s Revocable Living Trust Avoid Probate? It Depends.

If your client has established a revocable living trust (which we will refer to simply as a trust), they are one step ahead. They are on the right track in creating a comprehensive estate plan. However, they are only halfway there. Many people believe that because...

Sandwich Generation: Considerations When Caring for Both Children and Parents

The Sandwich Generation are those who are caring for both their children and their aging parents. You may be a parent that is acting as a caregiver for one or more of your parents who are no longer able to look after themselves, or you may have become more involved in...

5 Essential Legal Documents You Need for Incapacity Planning

Comprehensive estate planning involves more than just planning for your legacy after your death, avoiding probate, and reducing taxes. Good estate planning also appoints people to make legal, financial, and medical decisions for you if you are alive but unable to make...