Month: October 2023

The quick answer to that question is to get an attorney involved.  It is important to do the amendment correctly so that your wishes are honored when the trust is administered.  Here are things to consider: The amendment must strictly comply with the process required...

This is a question that comes up often with both my estate planning clients and my probate estate clients.  In both cases, the first question is “What is Separate Property?” The question of distribution of separate property only comes up if the person is married or in...

Divorce is a difficult and emotional experience that affects multiple aspects of your life including your finances, property, and legal agreements. One of the most important considerations during a divorce is estate planning. As soon as you are contemplating filing...