Blog & News

The main benefit of a living trust is being able to avoid probate.  This means that at your death, if all of your assets have been transferred into the Living Trust (or pass outside of probate...

Sometimes it makes sense for more than one person to own a property. Spouses or other romantic partners might want to share in home ownership. Or maybe someone who already owns a home may want to...

When you begin the estate planning process, it can feel overwhelming to think that you need to plan out your family’s future indefinitely.  You may have a baby or young child right now, and you...

One of the most common conversations I have with clients during the estate planning process is related to the role of the Personal Representative.  This is the person you name in your Will to handle...

There is no easy answer to this question, because it always depends on your circumstances, but you may want to create a trust for the following reasons: You get to pick the age your child inherits...

A Trustee is someone you name to manage the trust upon your death.  You need to name a Trustee for a Living Trust, which is created during your life, and a Testamentary Trust, which is created at...

The benefit of transferring your house into the Living Trust during your lifetime is to avoid probate after your death.  Especially if your home is one of your largest assets, you would want to...

In short, yes.  You will want to have a Will in addition to your Living Trust.  The two main reasons are: If you have minor children, you should name a guardian. A Will is necessary for this. While...

In short, no. You can create a joint Living Trust with a spouse, but you will both need your own separate Wills (even if you have a Trust).  Your Will designates someone to handle your estate,...

It’s tax season, and not only are you responsible for income and other taxes, but it is time to examine your real estate taxes for any properties you own.  If you live in the District of Columbia,...

When shopping for a home, you want to look for a neighborhood where homes will be increasing in value. It turns out that picking a home located near a Starbucks may be a clue as to how much your...