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What do you do if you don’t know who to “Trust”?

Posted by Darin Wilmert | Sep 08, 2014 | 0 Comments

Occasionally we have clients come into our office who know exactly how they want their estates distributed, know exactly how they want their healthcare decisions to be made, and know exactly who should raise their minor children if something happens to them.  There is just one thing missing – the...

A stale plan may be worse than no plan at all

Posted by Darin Wilmert | Jan 15, 2014 | 0 Comments

One of the most common mistakes when it comes to estate planning is assuming that you never need to think about it again once your plan is in place.  Many times, after the meetings with the attorney are over, the plan is drafted, and all of the documents are executed, the entire process is forgot...

When it is Mandatory to Update your Trust or Will

Posted by Darin Wilmert | Dec 20, 2013 | 0 Comments

We have all heard the fascinating cases on the news when people are engaged in furious battles over the estates of celebrities. What is important to realize is that these fights don't just happen because there is a lot of money at stake; there is usually a very real legal reason why the estate or...

Putting people on your bank accounts or on your deed

Posted by Darin Wilmert | Dec 06, 2013 | 0 Comments

Many times, while meeting with people about their estate plans, we are told that a son or daughter or friend has already been put onto a bank account. The reasons are innocent enough, and usually involve a fear that the son or daughter or friend will not be able to quickly access the money if som...

An older trust may complicate your life

Posted by Darin Wilmert | Sep 12, 2013 | 0 Comments

It was not uncommon during the 90's for married couples to have a type of trust called an “A-B Trust” or even an “A-B-C Trust”. Because the amount of money that a deceased person could pass on to heirs was relatively low in past years these trusts became very popular. Using these trusts, when on...

Estate planning is for here and now

Posted by Darin Wilmert | Sep 01, 2013 | 0 Comments

People who put off estate planning because they believe that they don't have a large enough estate to worry about it may be missing an important point.  That is, that estate planning isn't always just for the people who are left behind when someone passes away. More and more, the law firm of Lope...

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