Rumor v. Reality No. 1: Shelf Life of Estate PlansFebruary 10, 2023Team TREELRumor: “I signed a Will, power of attorney and a living will 15-20 years ago.…Read More
Four Critical Estate Planning Documents for LGBTQ CouplesJune 6, 2022Team TREELWhile the right for LGBTQ couples to marry is relatively new, it is important not…Read More
No Heir Estate PlanningApril 25, 2022Team TREELIf you don’t have children, a spouse or other close friends and family, it is …Read More
LGBTQ Estate PlanningMarch 25, 2022Team TREELBill* had a lot of debt when he unexpectedly died. His partner of 30 years,…Read More
Case Study: Sticky Notes Can’t Replace a WillMarch 1, 2022Team TREELWhen Zappos.com CEO Tony Hsieh died, the multi-millionaire did not have a Will or estate…Read More
How is a Will Classified as Invalid?February 11, 2022Timothy RiceA Will is a powerful tool that lets a person decide exactly what happens to…Read More
Where to — and Where Not to — Store Estate Planning DocumentsDecember 1, 2021Timothy RiceFloods, fires, earthquakes. Snooping family members, a nosy housekeeper, a destructive puppy. There are many…Read More
Loans to Heirs Against InheritancesNovember 17, 2021Timothy RiceParents loan their children money against their inheritances for a variety of reasons, from buying…Read More
Three Documents You Must Prepare Now for Long-Term Care LaterJuly 27, 2021Timothy RiceIt may seem premature to plan for long-term care for yourself or a loved one…Read More
What is the Difference Between a Trustee and an Executor?July 14, 2021Timothy RiceExecutors An executor is named in a Will as the person who will settle an…Read More
What are the Laws of Intestate?June 29, 2021Timothy RiceWhile almost everyone knows it’s best to have a Will — many people don’t. When…Read More
Case Study: A Complicated, Yet Typical, Estate AdministrationJune 15, 2021Timothy RiceEstates can be complex with multiple real estate holdings, vehicles, stocks, bank accounts, policies and…Read More