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Staff Profile
FAQ
- How will my income tax return get filed?
- What happens if my son needs his tuition paid while I’m disabled?
- What happens if my investments need to be changed quickly due to market conditions or to reflect new circumstances and risk tolerance?
- How will my bills get paid?
- If I have no chance of recovery, will I be kept on life support?
- Who will decide medical treatment issues?
- Who will decide where I live?
- What do I do about Social Security?
- How do I transfer the car(s) into my name?
- Can I pick and choose what assets go into the “B” trust?
- I thought that a living trust avoids probate and attorney fees. Why do I have to pay more fees?
- Does the Trust Administration process take a long time?
- What is Probate Court?
- Does the Probate process take a long time?
- What is Probate?
- Is a Living Trust a good idea for a LGBT person?
- Do unmarried couples have to plan more than married couples do?
- Are my estate planning documents a matter of public record?
- Is there a tax if I give some of my property to my spouse or partner?
- Will my spouse or partner be appointed guardian of my minor child?
- Can I make decisions about my spouse or partner’s remains?
- How can I be sure that I will be allowed to visit my spouse or partner in the hospital or assisted living facility?
- Can my spouse or partner make medical decisions for me if I’m sick?
- Can my spouse or partner handle my financial affairs if I am incapacitated?
- I am in an unmarried relationship, do I need to plan?
- I am married, why do I need to plan?
- Does same-sex marriage, domestic partnership, or civil union provide all the benefits of heterosexual marriage?
- What steps can I take to preserve my legacy?
- Can any attorney create a Family Wealth Trust?
- Is a Family Wealth Trust only for the rich?
- If I have a “bare bones” living trust should I go back to the attorney who drafted the trust?
- How do I know if I have a “bare bones” living trust?
- Is the Family Wealth Trust some kind of loophole the government will eventually close down?
- Can I transfer real estate into a Family Wealth Trust?
- Will a Family Wealth Trust avoid income taxes?
- If I set up a Family Wealth Trust, can I be my own trustee?
- Why should I have a Family Wealth Trust?
- The possibility of a disabling injury or illness scares me. What would happen if I were mentally disabled and had no estate plan or just a Will?
- How does a Family Wealth Trust differ from a Revocable Living Trust?
- What’s the difference between having a Will and a Living Trust?
- What is a Family Wealth Trust?
- If I don’t create an estate plan, won’t the government provide one for me?
- What is the difference between “traditional” estate planning and Legacy Wealth Planning?
- Why do I need an estate plan?
- What is “traditional” estate planning?
- What is Legacy Wealth Planning?
- Must an estate tax return be filed if portability will be utilized?
- What is portability?
- What is a state estate or inheritance tax?
- What is the federal estate tax?
- Can any attorney create a Living Trust?
- Isn’t a Living Trust only for the rich?
- Is the Living Trust some kind of loophole the government will eventually close down?
- Can I transfer real estate into a Living Trust?
- Will a Living Trust avoid income taxes?
- If I set up a Living Trust, can I be my own trustee?
- The possibility of a disabling injury or illness scares me. What would happen if I were mentally disabled and had no estate plan or just a Will?
- What’s the difference between having a Will and a Living Trust?
- If I don’t create an estate plan, won’t the government provide one for me?
- Why do I need an estate plan?
