Pets in Estate Planning You might be surprised to know, (or not), that pets CAN be a huge part of Trust and Estate Planning. For example, Oprah Winfrey has established a pet trust for her doggies leaving them a cool $30 million for their well-being! One that everyone likely remembers is Leona Hemsley leaving her...Read More
A Very Effective, (But Overlooked), Estate Planning Tool: The Personal Property Memorandum One of the greatest sources of friction, hurt feelings and outright fighting among heirs, is over personal items when someone dies. Sometimes items go “missing” shortly after a death, different people swear on their life about what the deceased person said they...Read More
Estate Planning for Animal Lovers Typically, when we think of estate planning tools, we think about them in the context of protecting family members like our spouse, children, and friends. But what about having a plan for our furry friends? It may be more important than you might think. Many potential issues arise for pet...Read More
Trusts vs. Wills – Is a Trust or a Will Better? Regularly, we have new clients come into our office stating they want a trust, because someone told them that is the best choice. Is a trust...Read More
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