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“These are the most common mistakes I see in my practice every day”
Phil McPherson, | Estate Planning Attorney

Why a Living Trust is Important

Why a Living Trust is Important

Why A Living Trust is Important A living trust is a legal document that, when properly funded, holds your assets in the name of the trust rather than in your name. Depending on the type of trust you write, and how comprehensive it is, it can minimize or outright...

What Does It Mean to Disinherit a Family Member?

What Does It Mean to Disinherit a Family Member?

It’s possible you have seen this in a movie or a television show or even read about it in the news or in a book, but the process of disinheriting a family member is a very real possibility. There are different ways to disinherit different people, but it is possible to...

Your Mid-Year Estate Planning Checklist

Your Mid-Year Estate Planning Checklist

Where funding a trust is important, and this article reiterates that point, it is also imperative – as the article notes – to review it. The article explains that, over time, things can change, such as your job or overall financial situation, for the better or for the...

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Latest News

Defusing the Time Bombs in Your Estate Plan

This article, written for Forbes, discusses the importance of the people who will make the decisions for an estate once somebody has died – or in some cases, while they are still living. It refers to them as ‘time bombs,’ as they can make or break how one’s estate is...

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To Will or to Trust

To Will or to Trust The law can change, quickly, and it is important to keep up with these changes – whether you are using a living will or a living trust. It lays out, first, the key difference between a living trust and a living will – the former is a private...

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