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Last will on cream color paper with glasses and pen in envelope, document and information are mock-up

“No-Contest” Clauses in Wills and Trusts

Why do people make an estate plan? There are many reasons: to provide for family members, to have peace of mind about the future, and to make sure their wishes are known and carried out. Creating a will or trust gives people peace of mind precisely b… Read More
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Categories: Estate Planning
Trust, Puzzle concept.

What are “Fiduciary Duties?”

If you’ve spent any time reading about the law, especially about trusts and estates, you may have come across the term “fiduciary duty” and wondered what it means. One person or entity is a fiduciary if they have a legal and ethical obligation… Read More
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Categories: Probate
Young man with Down syndrome and his tutor with arms around looking at camera indoors at school

Special Needs Trusts: What You Need to Know

If you love someone with a disability, you might be concerned about providing for their future, especially if their disability makes them unable to provide for themselves or to manage their affairs. A special needs trust, also called a “supplementa… Read More
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Categories: Estate Planning
Dangers of DIY Estate Pla…

Dangers of DIY Estate Planning

Abraham Lincoln famously said that “a man who represents himself (in court) has a fool for a client.” Can the same be said of someone who serves as their own “attorney” for purposes of creating an estate plan? Unfortunately, the answer is oft… Read More
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Categories: Estate Planning
A limited liability company operation agreement with pen

Does My LLC Need an Operating Agreement?

For people creating a business entity, especially for a single-owner business, establishing a limited liability company (LLC) can be a great option. First and foremost, as the name suggests, an LLC can protect the business owners from personal liabil… Read More
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Categories: Business Planning
What is “Capacity” to…

What is “Capacity” to Make a Will?

In order for a legal document like a will to be valid, it must meet certain requirements. One of those requirements is that the person executing (signing) the document must have “legal capacity.” Having the legal capacity to make a will is also c… Read More
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Categories: Estate Planning
Estate plan file in a filing cabinet

Will-Based Estate Plan or Trust-Based Estate Plan: Which is Better?

If you’re thinking about making, or updating your estate plan, you may be wondering whether you need a will, a trust, or both. Many people are unclear about the difference between a will and a trust, so if you are, too, you’re in good company. Un… Read More
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Categories: Estate Planning
What Are the Different Ty…

What Are the Different Types of Deeds?

Most people know that real estate is transferred by deed. But many people don’t have a solid understanding of what a deed is, what the different types of deeds are, and why those differences matter. What is a Deed? A deed is a legal instrument, a d… Read More
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Categories: Real Estate
estate planning

What Does It Mean to “Fund a Trust?”

Living trusts, and other types of trusts can be essential estate planning tools. Trusts allow assets to pass more easily to intended beneficiaries outside of probate. Depending on the type of trust, it can provide other benefits like reducing taxes o… Read More
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Categories: Estate Planning
Real estate agent

What’s the Difference Between an Option and a Right of First Refusal in Real Estate?

Real estate terminology can be confusing, but it is important to understand the differing meanings of similar terms because those differences can affect your rights and responsibilities. In our office, we are sometimes asked about the difference betw… Read More
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Categories: Real Estate