Success Stories
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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
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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
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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