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Estate Planning

Family Estate Planning Meeting

Posted on: December 30th, 2013
You've made the hard decisions, your documents are signed, your trust is funded, a business succession plan is in place. Congratulations, you've finished your estate planning. But have you, really? Have you explained your planning to your family?...

Does a Trust actually cost more than a Will?

Posted on: November 5th, 2013
It will probably cost more initially to set up a well-drafted living trust than to have a will prepared. A true cost comparison should include not only the expense to establish the will or trust, but also what it will cost should you become incapacitated and after you die. ...

How to choose a Trustee

Posted on: September 12th, 2013
When you establish a trust, you name someone to be the trustee. Here at the Bryan Law Firm, we believe that trustee choice is important. A trustee basically does what you do right now with your financial affairs--collect income, pay bills and taxes, save and invest for the future, buy and sell assets, provide for your loved ones, keep accurate records and generally keep things organized and in good order....

Estate Planning for Unmarried Partners

Posted on: July 1st, 2013
Estate planning is creating a set of instructions that specify how property is handled after death, and how property and health care decisions are handled during a period of incapacity. Proper estate planning is important for everyone. But for unmarried partners--opposite sex or same sex--it is critical. This article will address some issues for unmarried partners to consider for after-death estate planning. ...

Estate Planning -- The Most Important Love Letters You'll Ever Write?

Posted on: June 20th, 2013
Many Americans have the misperception that estate planning is simply preparing for one's death and is only necessary for the affluent. To the contrary, estate planning is as much about passing values to loved ones as it is about passing material possessions....

The Value of Having a “Plan” in Estate Planning

Posted on: June 6th, 2013
All too often, estate planning is viewed as a transaction: a will, a living trust, powers of attorney, etc. But the best planning happens when the professional can get to know the client on a deeper level, to uncover hopes, dreams and aspirations. It becomes more about family and values, and it becomes a process instead of a transaction....
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