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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 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...
Dedicated to Protecting and Preserving Your Life’s Legacy
Dedicated to Protecting and Preserving Your Life’s Legacy Why is there a need for Estate Planning? By developing an Estate Plan, you can control your assets and save your heirs from the lengthy, costly and emotionally draining process of going through the probate...
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...
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...
