Success Stories
Importance of Payable on Death (“POD”) or Transfer on Death (“TOD”) Designations
March 7, 2022
I enjoy assisting estate planning clients, not only as it pertains to the drafting of the actual documents, but also with regard to reviewing the
Charitable Trust Accomplishes Multiple Goals
March 3, 2022
John and Betty Brown have 3 grandchildren, ages 17, 18 and 20. They wanted to provide funds to cover a portion of each grandchild’s college
The Benefits of Enhanced Life Estate Deeds (Probate Avoidance)
February 28, 2022
I recently met with a client who had a valid will in place. She was convinced that despite not utilizing the benefits of a revocable
TOD Designation Avoids Probate for Privately Owned Family Company
February 25, 2022
A client was able to ensure a smooth transfer of his company to his children without going through probate by the use of a transfer
The Importance of Funding a Revocable Trust to Avoid Probate
February 16, 2022
I recently met with a client who had an existing revocable trust, who asked me to review the trust and to explain the dispositive provisions
