Don’t Live With A False Peace of Mind

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Do you have a trust? Well TRUST me and take a look at the end!  One major misconception in creating a trust is listing assets via a schedule. This could prolong the distribution of assets to your beneficiaries should something unexpected happen to you. In...

Dissecting Non-Disclosure. What Are The DANGERS?

by kkpatton | Sep 21, 2021 | Asset Protection, Estate Planning, Living Trust, Probate, Trust Administration, Trust Funding, Trust Maintenance

Do you know the risks of not disclosing your assets to your estate attorney?  What about the precautions you should take to protect your wishes should something tragic occur?  Did you even know that this was such a thing and that NOT disclosing your assets could...

Don’t D.I.Y. Your Estate Plan!

by kkpatton | Sep 13, 2021 | Estate Planning, Living Trust, Probate, Trust Administration, Trust Funding, Trust Maintenance

One area you don’t want to D.I.Y. in your life is your Estate Plan… Sure D.I.Y. usually saves you money, but when it comes to estate planning this couldn’t be further from the truth! This week, let’s touch base on the dangers of conducting your estate plan yourself...

Codicils to A Will – AKA Making Changes To Your Will

by kkpatton | Sep 7, 2021 | Estate Planning, Living Trust, Trust Administration, Trust Maintenance

If you need to make a change to your will, and you’ve thought about marking it on the document itself…  STOP! You could cause a major problem!  Although a living will can be updated and changed, it is essential to amend it correctly. ...

Do You Need An Estate Plan As A Young Adult? The Answer Is YES!

by kkpatton | Aug 30, 2021 | Living Trust, Trust Administration, Trust Funding, Trust Maintenance

If you are 18 years old, or perhaps a parent of said young adult, it is essential to begin preparing the legal documents needed in case of an emergency.  In fact, starting an estate plan to protect your kiddos is as simple as obtaining these four documents:...

Trustee Vacancy: Statutes, Successors, Qualified Beneficiaries

by kkpatton | Jul 28, 2021 | Estate Planning, Probate, Trust Administration

What is a trustee vacancy?  This week we are covering the importance of staying up to date on your trusts, especially considering how trusts may develop overtime. Recently our firm reviewed a trust that had previously been updated and amended for several years....