Category: Estate Planning

A Revocable Living Trust: In “Real People” Terms

Posted on April 5, 2017

Article by Beth Ann R. Lawson, Esq. At a recent event, a young woman asked me to define a Revocable Living Trust (Trust) in “real people” terms rather than legal language. To do so, I used my children and my pets […]

Posted in Estate Planning

Who Should Be Your Successor Trustee?

Posted on February 24, 2017

If you have a revocable living trust, you probably named yourself as trustee so you can continue to manage your own financial affairs. Eventually, however, someone will need to step in for you when you are no longer able to […]

Posted in Estate Planning, Legacy Fiduciary Services, PLC, Trust & Estate Administration

‘Til Death Do Us Part – Estate Planning Tips for Commitment Without Marriage

Posted on February 6, 2017

Content provided by WealthCounsel; reviewed and edited by Beth Ann R. Lawson, Esq. Advice columnist Ann Landers once observed that “love is friendship that has caught fire.” For many Americans, such feelings are not being formalized by marriage. This growing […]

Posted in Estate Planning

Caution: Creditors May Have Easy Access to Inherited IRAs

Posted on January 9, 2017

Content provided by WealthCounsel; reviewed and edited by Kenneth A. Dodl, Esq. Do you have IRAs or other retirement accounts that you plan to leave to your loved ones?  If so, proceed with caution.  Most people don’t know the law […]

Posted in Estate Planning, Retirement Planning Trusts Tagged |

3 Celebrity Probate Disasters and Tragic Lessons

Posted on January 5, 2017

Content provided by WealthCounsel; reviewed and edited by Beth Ann R. Lawson, Esq. Most of us would assume that individuals of extreme wealth would take steps to protect their estates and the people they love. Yet some of the world’s […]

Posted in Estate Planning, Trust & Estate Administration