Spring Cleaning for Your Life: Why Your Estate Plan May Need a Refresh in 2025 The Top 5 Things to Spring Clean in Your Estate Plan
As you begin to declutter your garage, empty out your closets of old clothes from…
1 day ago
Absolute Trust Counsel
5 Ways You Can Fill Out a Beneficiary Designation Form (and Who You Can Nominate!)
You have heard the common estate planner saying, “make sure your beneficiary designation forms are…
1 month ago
The Do’s and Don’ts of Discussing Your Estate Plan This Holiday Season
As the cooler weather dawns upon us, we cannot help but feel the nostalgia of…
5 months ago
Why Do I Have to Do a Probate When I Have a Trust?
Why Do I Have to Do a Probate When I Have a Trust? As an…
7 months ago
The Importance of a Revocable Living Trust for the Sandwich Generation
The Importance of a Revocable Living Trust for the Sandwich Generation Financial planning can feel…
8 months ago
Understanding the Corporate Transparency Act: A Guide for Estate Planning Clients
Understanding the Corporate Transparency Act: A Guide for Estate Planning Clients The Corporate Transparency Act…
10 months ago
Drawbacks of Transfer on Death Deeds in California
Transfer on Death (TOD) deeds gained legal recognition in 2016 as a means of transferring…
11 months ago