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Lauren's Take On The Law

Is now the time to remodel your old trust?

Posted by Lauren Rios | Aug 30, 2019 | 0 Comments

There are several reasons why you should update your existing trust or perhaps your entire estate plan. While estate planning documents do not necessarily have a shelf life, they may not fulfill your goals when your circumstances change. Of course, having estate planning documents that are up-to-date is critical, but how do you know when you should make changes?

Keeping The Peace After You're Gone

Posted by Lauren Rios | Aug 12, 2019 | 0 Comments

Let us help you make sure that none of these events unfold. We’re here to guide you every step of the way through creating and maintaining a timely, robust, and strategic estate plan. Give us a call today to make sure your plan is current and includes all the necessary provisions to keep a contest from occurring in the future.

When is “living probate” necessary?

Posted by Lauren Rios | Apr 11, 2019 | 0 Comments

Many people think having just a Will is a sufficient estate plan. However, what most people don't realize is that their Will only goes into effect upon that person's death. What if you become incapacitated? Do you have a plan in place? If not, a conservator may need to be appointed to manage your financial affairs during your incapacity.

Portability

Posted by Lauren Rios | Mar 05, 2019 | 0 Comments

Under current federal tax law, most estates will not be subject to federal estate taxes or "Death Taxes." However, if your estate is of significant value, you may want to consider portability.

Do I Want to Avoid Probate?

Posted by Lauren Rios | Sep 30, 2018 | 1 Comment

Whether or not you need to avoid probate can be a complex question. Speak with an estate planning attorney to decide if one or more probate avoidance techniques is right for you.

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