Latest Blog Posts

Three Estate Planning Mistakes Farmers and Ranchers Make and How to Avoid Them

Posted on: May 25th, 2015
Farming or ranching is more than a means of livelihood - it is about preserving a legacy and unique way of life. Unfortunately, many farmers and ranchers fail to make an estate plan. The farm or ranch that has been passed down for generations then ends up being sold and converted into non-agricultural use, cutting the legacy short and ending the family's unique lifestyle choice....

Where is the Best Place to Store Your Original Estate Planning Documents?

Posted on: May 17th, 2015
Estate planning attorneys are often asked where original estate planning documents - wills, trusts, powers of attorney, and healthcare directives - should be stored for safekeeping. While there is no right or wrong answer to this question, consider the following:...

Four Steps to Stop Mail Addressed to a Deceased Person

Posted on: May 9th, 2015
One of the first things you should do as a newly appointed executor of a deceased person's probate estate or successor trustee of a deceased trustmaker's trust is ask the post office to forward the deceased person's mail to your address. Unfortunately, along with important pieces of mail - statements, bills, and refunds - many not-so-important pieces - catalogs, solicitations, and plain old junk mail - will end up in your mailbox...

Three Liability Planning Tips for Physicians that Anyone Can Use

Posted on: May 3rd, 2015
Whether you are a physician or not, you probably know that the practice of medicine is a profession fraught with liability. It's not just medical malpractice claims either - employment related issues, careless business partners and employees, contractual obligations, and personal liabilities add to the risk assumed by a physician in private practice. Unfortunately, in our litigious society, these liability risks are not unique to physicians. Business owners, board members, real estate investors, and retirees need to protect themselves from a variety of liabilities too. ...

Caution: Writing Your Own Deed to Avoid Probate Can Lead to Unintended Consequences

Posted on: April 26th, 2015
One common way to avoid probate of real estate after the owner dies is to hold the title to the property in joint names with rights of survivorship with children or other beneficiaries. This is accomplished by adding the names of the children and certain legal terms to a new deed for the property and then recording it in the applicable public land records....

Death Tax Repeal Act Introduced in House and Senate

Posted on: April 19th, 2015
Identical bills have been introduced in the U.S. House and Senate that would permanently repeal the federal estate tax and generation-skipping transfer ('GST') tax....
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