Blog Posts in 2019
Posted on Mar 25, 2019 By Steven R Owens
Most Americans do not have a simple will as part of their estate plan. You might believe that a will is only for the rich and famous, and not the average person who has a far smaller net worth. On the ...
Continue reading "Do you really need a will? You May Not Think You Need a Will, But You Really Do." »
Posted on Mar 18, 2019 By Steven R Owens
Confused about the differences between wills and trusts? If so, you're not alone. While it's always wise to contact experts like us, it's also important to understand the basics. ...
Continue reading "Wills vs. Trusts: A Quick & Simple Reference Guide" »
Posted on Mar 11, 2019 By Steven R Owens
Hiring an estate planner is an important decision as you are seeking advice on how to protect your loved ones once you are gone. For this reason, it is critical to hire an attorney with a good ...
Continue reading "Seeing an Estate Planner? Three Key Questions to Ask" »
Posted on Mar 4, 2019 By Steven R Owens
Sadly, most Americans are indifferent to estate planning - at best - or completely ignore the issue - at worst. When it comes to estate planning, however, there are just some mistakes that you cannot ...
Continue reading "Did you or a loved one make any of these five critical estate planning mistakes?" »
Posted on Feb 25, 2019 By Steven R Owens
The year 2018 has been no stranger to natural disasters. From multiple earthquakes, back-to-back hurricanes, and raging wildfires, the United States and abroad has suffered some serious natural ...
Continue reading "Three Tips for Protecting Your Important Legal Paperwork in a Natural Disaster" »
Posted on Feb 18, 2019 By Steven R Owens
If you or someone you know has received an inheritance, it is important for you to understand how to manage your basis “step up.” A “step up” in basis is the adjustment of the ...
Continue reading "How to Manage Your Basis "Step Up"" »
Posted on Feb 11, 2019 By Steven R Owens
In its simplest terms, a trust is a legal arrangement in which a trustee holds and manages assets for the benefit of one or more beneficiaries. The trustee owns the assets, enters into contracts on ...
Continue reading "How is a corporate trustee different?" »
Posted on Feb 4, 2019 By Steven R. Owens
You probably know that the practice of medicine is a profession fraught with the risk of liability. It's not just medical malpractice claims either (although those are certainly scary enough). ...
Continue reading "3 Liability Planning Tips for Physicians" »