Rumor v. Reality No. 4: Using a Revocable Living Trust to Avoid ProbateApril 21, 2023Team TREELRumor: “Probate should be avoided, so I will create a revocable living trust.” Reality: In…Read More
10 Items Your Estate Plan Might be MissingDecember 16, 2022Team TREELEven the most diligent people can easily forget to include important information in a Will…Read More
Estate Planning with an Alzheimer’s or Dementia DiagnosisNovember 18, 2022Team TREELIn the early stages of Alzheimer’s disease and related dementias, a person likely retains the…Read More
Singer Naomi Judd’s Will Includes Unusual ProvisionsAugust 12, 2022Team TREELWhen country singer Naomi Judd’s Will became public after her April 30 death, it was…Read More
A “Financial Love Letter”July 29, 2022Team TREELA father in his 70s gave his daughter a file he titled “financial love letter.”…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
Moving Out of State: Put Your Estate Plan on Your Packing ListMay 5, 2022Team TREELThe couch is too big for your new living room and that table lamp just…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
Professional Referral PartnersMarch 8, 2022Team TREELAccountants, other lawyers, financial advisers tend to be on the front lines when they’re meeting…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
Case Study: Unequal Inheritance Leads to Will DisputeSeptember 3, 2021Timothy RiceWhen Joseph* died at age 98, his Will left unequal inheritances to his four children.…Read More