Posts Categorized: Trusts

We work with spouses, children, and other friends and family members when there are questions or disputes over the disposition of an estate.

Avoiding Common Pitfalls of Estate Planning

September 2014 Estate planning is a process—not an event—often wrought with common and routine mistakes, the most common of which include the following: no planning at all; failure to coordinate insurance/retirement assets with an estate plan; adding individuals to bank accounts; transferring family home in joint tenancy with an adult child; and no planning for… Read more »