Many clients come into the office concerned more about the delay, costs and publicity of Probate Court, or potential tax issues. But as they start to open up about their real concerns about leaving inheritance, the concerns are about what if they become mentally disabled? What if their spouse remarries – will their assets go... [Read More]
Category: Revocable Living Trusts
Independence Day – Where We Come From
Independence Day celebrated on the 4th of July commemorates the adoption of the Declaration of Independence on July 4, 1776, declaring independence from England. One has to remember that this country was founded when ordinary men like you and I took their hunting rifles and fought the powerful professional soldiers of the British Army. America... [Read More]
Paul Walker Estate Sues to Collect Automobiles
Paul Walker, the handsome actor and star of the “Fast and Furious” movie series, died in a fiery car crash on November 30, 2013. His demise was national news as soon as it happened. His Estate aka Probate is now suing to recover 17 very expensive cars which were held by the man driving the... [Read More]
Tom Benson Declared Competent
A Court in Louisiana declared 87-year-old billionaire Tom Benson (owner of NFL Saints and NBA Pelicans Professional Sports Teams), mentally competent. As discussed in my blog of June 8, 2015, titled “Saints Owner Tom Benson Completes the First Week of Competency Trial” that issue was being litigated. The Court ruling allows Mr. Benson to continue... [Read More]
Gather Ye Rosebuds
There is a poem that starts “Gather ye rosebuds while ye may, Old Time is still a-flying;” The poem refers to how quickly life is moving and how quickly time is passing. My Dad would say “The older we get, the faster time moves”. I did not really understand that until I got into my... [Read More]
Summer Travel and Heathcare Authority
Summer is when many Americans are traveling out-of-state. They are on vacation to new places or to visit with loved ones or family. As we cross state lines one concern is that our Healthcare Power of Attorney a/k/a Healthcare Proxy might not be accepted in another state. For example if you have a Healthcare Power... [Read More]
Where We Come From
Memorial Day is to remember those who have died while fighting for our country. Today we think of the professional soldiers of the Army, Navy, Air Force, Marines, and Coast Guard. One has to remember that this country was founded when ordinary men like you and I took their hunting rifles and fought the powerful professional soldiers... [Read More]
Asheville Air Tragedy
Recently a small private airplane owned and flown by a middle-aged Asheville man, along with his two adult sons and one of the son’s fiancé, crashed killing all of them. They crashed on the edge of the busy Interstate I-285 on the north side of Atlanta. They had just lifted off from a small private... [Read More]
Protecting Mom
As Mother’s Day approaches, we remember all that our mom may have done for us. We can help take care of her as she ages. We can make her life more comfortable as she ages and possibly loses some physical abilities or mental capabilities. Make sure that you have legal authority to help her as... [Read More]
Wills & Trusts (Part 3)
A Trust or Living Trust, occasionally known as a Family Trust, may avoid Probate when you have your assets titled in the name of that Trust. If your assets are not titled into the name of your Trust, those assets do not avoid Probate. Further, you have wasted one of the main advantages of the... [Read More]