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...
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. ...
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:...
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. Most...
by kkpatton | Jul 16, 2021 | Estate Planning, Living Trust, Probate, Trust Administration
It’s time for an estate planning PSA! Let’s talk about the investing app Robinhood, it has been on the rise in popularity for its ease of use, but let’s talk about what it’s not, and how using Robinhood could mean dealing with probate. Robinhood does not...
by kkpatton | May 11, 2021 | Estate Planning, Probate, Trust Administration
When it comes to estate planning you may be under the impression that choosing a trustee is an easier task to determine than it actually is. This decision is NOT one to be taken lightly, choosing a trustee(s) can spell disastrous for some families. Let’s take a...
