by Brian Douglas | Dec 1, 2017 | Estate Planning
Having an estate plan is not enough. For an estate plan to actually work, it needs to be done properly and thoughtfully. However, many people make common estate planning errors that could seriously jeopardize what happens with that person’s estate. 1. Failing To...
by Brian Douglas | Nov 15, 2017 | Estate Planning
Many individuals facing the decision of what to do for an estate plan find themselves choosing between the option of having a will or basic estate plan over a revocable trust. While trusts have their appeal and many benefits do exist, many misconceptions also exist....
by Brian Douglas | Nov 1, 2017 | Estate Planning
Many benefits exist to having a trust as your estate plan over a will, and while misconceptions can exist as to what these benefits are, here are a few pros to establishing your estate plan via a revocable trust. 1. Trusts Avoid Probate One of the biggest reasons...
by Brian Douglas | Oct 15, 2017 | Estate Planning
Putting together an estate plan is something that is easy to push off to another day. No one wants to think about their own death, and unless someone is facing an illness or serious life event or has recently experienced a death of a loved one, planning for the...
by Brian Douglas | Oct 1, 2017 | Real Estate
The perfect situation in administering an estate involves a relative coming forward with the will of the deceased, entering it in probate court and everything goes according to the wishes of the testator, with the estate being quickly and successfully closed. However,...
by Brian Douglas | Sep 15, 2017 | Estate Planning
After becoming newlyweds, a couple is no longer just two individuals but rather a family. They want to look out for their family, right? That means a lot more than just setting up house and joint bank accounts. It also means making sure their estate plan will provide...
by Brian Douglas | Sep 1, 2017 | Uncategorized
One of the most important decisions an individual has to make when creating your estate plan is deciding who will be the estate’s executor, also known as a personal representative in many states. This person is the individual who will be essentially closing up the...
by Brian Douglas | Aug 16, 2017 | Estate Planning, Uncategorized
Estate planning involves much more than a Trust or Last Will and Testament. Several other documents need to be prepared to fully ensure your estate planning needs are covered. These include a power of attorney, as well as a living will or advanced care directives. A...
