blog & insights

Why a Trust Is the Best Option for Avoiding Probate

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As Ambrose Bierce once darkly observed, “Death is not the end. There remains the litigation over the estate.” Obviously, ideally, when someone passes away, the paperwork and material concerns associated with the estate are so flawlessly handled (thanks to excellent preparation) that they fade into the background, allowing the family to grieve and remember in…

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How to Avoid Sending Your Loved Ones (and Assets) through Probate

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Many people today are using a revocable living trust instead of a will or joint ownership as the foundation of their estate plan. When properly prepared, a living trust will avoid the public, costly and time-consuming court processes of conservatorship or guardianship (due to incapacity) or probate (after death). Still, many people make a big…

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Who Should Be Your Successor Trustee?

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If you have a revocable living trust, you probably named yourself as trustee so you can continue to manage your own financial affairs, but eventually someone will need to step in for you when you are no longer able to act due to incapacity or after your death. The Successor Trustee plays an important role…

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3 Famous Pet Trust Cases and the Lessons We Can Learn from Them

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Things don’t always go according to plan. On the other hand, sometimes pet owners can get a bit creative when providing for their pets. Let’s take a look now at 3 famous cases involving pet trusts and distill important lessons from them. David Harper and Red David Harper, a wealthy, reclusive bachelor in Ottawa, Canada,…

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Avoiding an Eviction

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You love your new house or apartment, but unfortunately you’ve fallen on hard times. Maybe you had an unexpected medical bill or were laid off. If you’re at the point of risking eviction, you want to avoid a lengthy legal dispute with your landlord. It is very likely they have more time and resources than…

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