by Julia Todd | Feb 14, 2023 | Uncategorized
Put your will in a SAFE place! One of the questions we get asked often is where clients should put their wills. We always recommend a fireproof safe. The most important thing is that someone can access the place where your will is kept! If you leave your will... by Julia Todd | Nov 7, 2022 | Uncategorized
How to help us help you! For many years I have said I would write a book entitled: “How to Talk to a Lawyer.” Since I haven’t gotten around to writing that book yet, here are a few simple things to help us help you. Be specific Complete worksheets Don’t wait... by Julia Todd | Oct 17, 2022 | Uncategorized
Income and LLCs: Do I have to give my kids their part of the income of our family LLC? We see quite a few Limited Liability Companies in which Mom and Dad include the kids as part of their estate plan. There is nothing wrong with that, and often is a great way to have... by Julia Todd | Aug 22, 2022 | Uncategorized
Usufruct vs. Right of Habitation- What’s the Difference? Because of the old laws of forced heirship, usufruct was a common appearance in wills. Typically a spouse would leave his portion of the property to the kids, subject to the usufruct of the... by Julia Todd | Aug 1, 2022 | Uncategorized
What is the most important estate planning document? Most people would say a will. But consider three scenarios: Delores and Rob had wills leaving everything to each other and then to their three children. Rob dies, leaving everything to Delores. Delores develops...