When “Queen of Soul” Aretha Franklin died on August 16, 2018, her family thought she died without a Will. There were many questions about what would happen to her estate and what Aretha’s wishes were upon...
Category: Estate Planning
Final Session of Estate Planning Conversation
April 29, 2019
This Thursday will be the final session of our three part series of Estate Planning Conversations. In the final session, we will focus on what happens when a loved one dies. Who should you call first? When should you be...
Revocable versus Irrevocable Trusts
April 25, 2019
“Irrevocable Trust” sounds so formal and intimidating. Also, there are two very different pronunciations. Regardless of how you pronounce “irrevocable,” it can be intimidating if you are not properly advised during...
Is a Revocable Trust Right for Me?
April 24, 2019
Next to a Testamentary Trust created for the protection of minor’s assets, the most commonly requested trust is a revocable trust. A revocable trust can be a great tool if you need a little more control over assets, have...
Basic Trust Terminology
April 23, 2019
What is a trust and why do I need one? A trust is a great estate planning tool when used effectively and in the right situation. But most people know very little about trusts and often times think their estate does not...