Helping Families Preserve Their Wealth
Dennis D. Duffy · ·
Wills and living trusts are two of the most commonly utilized estate planning devices. However, they are not the only options. When you use a will your estate must be probated before your heirs …
[Read more...] about Report Examines Do-it-Yourself Wills & Living Trusts
Ryan Denman · ·
An estate must pass through the legal process of probate, and during this process it is possible for interested parties to come forward to contest the validity of a last will. If you want to contest …
Dennis D. Duffy · ·
There are websites out there selling DIY legal documents. Among their offerings are last will worksheets and downloads. These purveyors of generic template documents would like you to believe that it …
Dennis D. Duffy · ·
It is important to recognize the evolving nature of an estate plan. Let's say that you are a young couple who has just had your first child. At this point you definitely want to create an estate …
[Read more...] about Initial Consultation Sets the Stage for Future Interactions
Dennis D. Duffy · ·
When you understand the benefits of intelligent advance planning you are generally motivated to take action. The majority of people do not have all of the appropriate estate planning documents in …
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