Mom-Grand-Rapids - copy
1 Coldbrook Street NW, Suite 110

Grand Rapids, Michigan 49503

Practice Areas

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Estate Planning

Our office is committed to helping Michigan individuals and families plan for their future. Our Estate planning process is designed to understand your unique situation and goals and create a plan to pass your wealth, wisdom and values to your loved ones in the most efficient way possible.

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Elder Law

Ledbetter.Law is an Elder Law practice focusing on the needs of Michigan seniors and their families. As a law firm, we understand that many seniors and their families need counseling to best understand their options to plan for and pay for long-term nursing home care.

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Special Needs Planning

We have experience serving families with a special needs loved one. Because of the complex rules that need to be met in order to take advantage of public benefits, providing for a loved one with special needs can be challenging.

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Asset Protection Planning

Asset protection planning is a part of counseling based estate planning. No matter how large or how modest, everyone has an estate and someone they want to leave it to—in a way that protects the beneficiary.

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Probate & Trust Administration

Probate attorney David Ledbetter assists executors providing valuable guidance during each phase of the probate process. Contact our office today to discuss your probate needs.

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Business Planning

Our firm helps establish businesses of all sizes, from limited liability companies to S Corporations and Partnerships. Our experience and expertise can help position your business for success on an ongoing basis.

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About

David G. Ledbetter practices in the areas of estate planning, probate and trust administration, asset protection planning, and business planning. In addition to his Juris Doctor degree, he also holds a Masters of Law degree (LL.M.) in taxation. He has helped clients in protecting, enhancing, and transferring their family wealth for over 25 years. He is a member of the State Bar of Michigan.

Mr. Ledbetter’s professional memberships include WealthCounsel, where he serves as the president of the Michigan Forum of WealthCounsel Attorneys; The Society of Financial Service Professionals, where he serves as president of the West Michigan Chapter; and the West Michigan Estate Planning Council.

Mr. Ledbetter is a frequent speaker for financial service professionals and their clients.

RECENT POSTS

The Perils of Joint Property
Client Estate Planning Probate

The Perils of Joint Property

Can I Leave My Spouse Out of My Estate Plan?
Client Estate Planning

Can I Leave My Spouse Out of My Estate Plan?

5 Mistakes People Make When Leaving an Inheritance to Their Pets
Client Estate Planning

5 Mistakes People Make When Leaving an Inheritance to Their Pets

A Trust for Fluffy or Fido? Why Every Pet Owner Needs to Consider a Pet Trust Today
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A Trust for Fluffy or Fido? Why Every Pet Owner Needs to Consider a Pet Trust Today

What Conditions Can I Put on My Child’s Inheritance?
Client Estate Planning Trust Administration

What Conditions Can I Put on My Child’s Inheritance?

Using a General Power of Appointment in Your Estate Plan
Client Estate Planning

Using a General Power of Appointment in Your Estate Plan

Why You Must Keep Your Estate Plan Up to Date
Client Estate Planning

Why You Must Keep Your Estate Plan Up to Date

Passing the Torch – Smart Business Succession Strategies
Client Estate Planning

Passing the Torch – Smart Business Succession Strategies

Estate Planning is About Knowing Your Priorities
Client Estate Planning Probate Trust Administration

Estate Planning is About Knowing Your Priorities

Things to Know When Planning for an Addicted Loved One
Client Estate Planning

Things to Know When Planning for an Addicted Loved One

Navigating the Fiscal Year 2025 Greenback: Key Trust and Estate Tax Proposals
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Navigating the Fiscal Year 2025 Greenback: Key Trust and Estate Tax Proposals

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Wrongful Death and Probate

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What is Next for Your Estate Plan?

Corporate Transparency Act Update
Client

Corporate Transparency Act Update

What You Need to Know About Self-Cancelling Installment Notes
Client Estate Planning

What You Need to Know About Self-Cancelling Installment Notes

What Happens to an Adult Child Living at Home When Their Parents Pass Away?
Estate Planning Probate Trust Administration

What Happens to an Adult Child Living at Home When Their Parents Pass Away?

529 Plans and SECURE 2.0
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529 Plans and SECURE 2.0

Qualified Domestic Trusts – Protecting Your Noncitizen Spouse
Estate Planning

Qualified Domestic Trusts – Protecting Your Noncitizen Spouse

What Can I Not Do as Trustee of a Revocable Living Trust?
Client Estate Planning Trust Administration

What Can I Not Do as Trustee of a Revocable Living Trust?

How to Choose the Right Helpers for Your Incapacity Plan
Client Estate Planning Probate Trust Administration

How to Choose the Right Helpers for Your Incapacity Plan

Who Will Care For Your Child When You Cannot?
Client Estate Planning

Who Will Care For Your Child When You Cannot?

Pensions and Retirement Accounts in Estate Planning
Client Estate Planning Probate

Pensions and Retirement Accounts in Estate Planning

Planning for Your Possible Incapacity
Estate Planning

Planning for Your Possible Incapacity

If My Will Is Filed with the Court, Will It Go Through Probate?
Client Estate Planning Probate

If My Will Is Filed with the Court, Will It Go Through Probate?

What Is a Certificate of Trust?
Client Estate Planning Trust Administration

What Is a Certificate of Trust?

Considerations with a Special Needs Trust
Client Estate Planning

Considerations with a Special Needs Trust

Demystifying Probate and the Personal Representative’s Role
Client Estate Planning Probate

Demystifying Probate and the Personal Representative’s Role

Estate Administration – Where TV and Movies Get It Wrong
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Estate Administration – Where TV and Movies Get It Wrong

Some Steps to Creating or Updating Your Estate Plan
Client Estate Planning

Some Steps to Creating or Updating Your Estate Plan

What is a Residuary Clause, and Why is it Important?
Client Estate Planning

What is a Residuary Clause, and Why is it Important?

What Happens to Real Estate With a Mortgage When I Die?
Client Estate Planning Probate

What Happens to Real Estate With a Mortgage When I Die?

Saying Goodbye is Hard – How a Comprehensive Estate Plan Can Help
Client Estate Planning

Saying Goodbye is Hard – How a Comprehensive Estate Plan Can Help

Snowbirds – What You Need to Know about Renting Out Your Property
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Snowbirds – What You Need to Know about Renting Out Your Property

Key Numbers for 2024
Client Estate Planning Trust Administration

Key Numbers for 2024

The Deceased Spousal Unused Exclusion Amount
Client Estate Planning

The Deceased Spousal Unused Exclusion Amount

Start the New Year Right – Essential Estate Planning Considerations
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Start the New Year Right – Essential Estate Planning Considerations

5 Good Reasons to Decant a Trust
Uncategorized

5 Good Reasons to Decant a Trust

3 Examples of When an Irrevocable Trust Can – and Should – Be Modified
Client Estate Planning

3 Examples of When an Irrevocable Trust Can – and Should – Be Modified

Estate Planning for Expatriates
Estate Planning

Estate Planning for Expatriates

In the News – Estate Plan Lessons from DeMuth v. Commissioner
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In the News – Estate Plan Lessons from DeMuth v. Commissioner

The Impact of Estrangement on Estate Planning
Estate Planning

The Impact of Estrangement on Estate Planning

How the Corporate Transparency Act May Impact Your Estate Plan
Estate Planning

How the Corporate Transparency Act May Impact Your Estate Plan

Integrating a Community Property Trust Into Your Estate Plan
Estate Planning Trust Administration

Integrating a Community Property Trust Into Your Estate Plan

What Happens to My Leased Car if I Die Before the Lease Term Ends?
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What Happens to My Leased Car if I Die Before the Lease Term Ends?

Can I Unrevoke My Revoked Will?
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Can I Unrevoke My Revoked Will?

Sometimes Your Stuff is the Most Important Part of Your Estate Plan
Estate Planning

Sometimes Your Stuff is the Most Important Part of Your Estate Plan

Beware of Unequal Contributions When Purchasing a House
Client Estate Planning

Beware of Unequal Contributions When Purchasing a House

Four Things Your Spouse Should Know Before You Die
Client Estate Planning

Four Things Your Spouse Should Know Before You Die

The Helpers You Name in Your Estate Plan
Estate Planning

The Helpers You Name in Your Estate Plan

Collecting Money Owed to Your Loved One After Their Death
Uncategorized

Collecting Money Owed to Your Loved One After Their Death

Does a No-Contest Clause Really Mean No Contest?
Client Estate Planning

Does a No-Contest Clause Really Mean No Contest?

Why You Want to Avoid Intestacy
Client Estate Planning Probate

Why You Want to Avoid Intestacy

Maximizing Your Impact: Giving Strategies in Estate Planning
Estate Planning Trust Administration

Maximizing Your Impact: Giving Strategies in Estate Planning

When to Consider a Testamentary Trust
Probate Trust Administration

When to Consider a Testamentary Trust

Bills and Services to Cancel – and Keep – When a Loved One Dies
Client Probate

Bills and Services to Cancel – and Keep – When a Loved One Dies

Should the Trustee of My Trust Be Different During My Incapacity Than at My Death?
Client Estate Planning

Should the Trustee of My Trust Be Different During My Incapacity Than at My Death?

Estate Planning Concerns for the Self-Employed
Client

Estate Planning Concerns for the Self-Employed

What is a Devise in My Estate Plan?
Client Estate Planning

What is a Devise in My Estate Plan?

What Not to Include in Your Estate Planning Documents
Estate Planning

What Not to Include in Your Estate Planning Documents

Estate Planning Lessons from Benjamin Franklin
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Estate Planning Lessons from Benjamin Franklin

The Importance of Personal Property Planning in Your Estate Plan
Estate Planning

The Importance of Personal Property Planning in Your Estate Plan

Why You Need an Estate Plan for Digital Assets
Client Estate Planning

Why You Need an Estate Plan for Digital Assets

Investment and Distribution Trustees: Why Would I Need Both?
Client Estate Planning Trust Administration

Investment and Distribution Trustees: Why Would I Need Both?

Estate Planning for Independent College-Bound Children
Client Estate Planning

Estate Planning for Independent College-Bound Children

Choosing the Right Trustee for Your Living Trust: Why a Professional Might be the Best Option
Client Estate Planning

Choosing the Right Trustee for Your Living Trust: Why a Professional Might be the Best Option

Joint Trusts for Unmarried Couples
Client Estate Planning

Joint Trusts for Unmarried Couples

The Importance of Planning for Incapacity
Client Estate Planning

The Importance of Planning for Incapacity

Estate Planning for Single Parents and Their Minor Children
Client Estate Planning

Estate Planning for Single Parents and Their Minor Children

Planning for Incapacity
Client Estate Planning

Planning for Incapacity

Spousal Lifetime Access Trusts
Client Estate Planning Trust Administration

Spousal Lifetime Access Trusts

Including a Limited Liability Company in Your Estate Plan
Client

Including a Limited Liability Company in Your Estate Plan

Garn-St Germain Act
Estate Planning

Garn-St Germain Act

Deathbed Planning
Client Estate Planning

Deathbed Planning

Choosing the Right Trustee
Client Estate Planning

Choosing the Right Trustee

Ways Your Will Can Be Revoked
Client Estate Planning

Ways Your Will Can Be Revoked

Disability Panels
Client Estate Planning Probate

Disability Panels

Medicaid
Client

Medicaid

Beneficiary-Controlled Trusts
Client Estate Planning

Beneficiary-Controlled Trusts

Have You Thought Through Your Retirement?
Client Estate Planning

Have You Thought Through Your Retirement?

Disclaimer Planning
Client Estate Planning

Disclaimer Planning

Myths About Planning for Unmarried Partners
Client Estate Planning

Myths About Planning for Unmarried Partners

What is the Effect of an Unrecorded Deed?
Client

What is the Effect of an Unrecorded Deed?

Pros and Cons of a Family Limited Partnership
Client Probate

Pros and Cons of a Family Limited Partnership

What Should You Do with Your Retirement Account When You Have a Minor Child?
Estate Planning

What Should You Do with Your Retirement Account When You Have a Minor Child?

Probate is Still Necessary?
Probate

Probate is Still Necessary?

Asset Protection Planning
Client

Asset Protection Planning

Important Milestones You Can Incorporate in Your Estate Plan
Client Estate Planning

Important Milestones You Can Incorporate in Your Estate Plan

Things You Can Do to Help Prove You Are Mentally Competent When Executing Your Estate Plan
Client Estate Planning

Things You Can Do to Help Prove You Are Mentally Competent When Executing Your Estate Plan

Does the Guardian for My Child Have to Be a United States Citizen?
Client Estate Planning

Does the Guardian for My Child Have to Be a United States Citizen?

Transfer on Death Deeds
Client Estate Planning

Transfer on Death Deeds

What if I Cannot Find a Beneficiary?
Client Estate Planning Uncategorized

What if I Cannot Find a Beneficiary?

Three Reasons to Avoid Probate
Probate

Three Reasons to Avoid Probate

Your Planning Team for Your Next Adventure
Client Estate Planning

Your Planning Team for Your Next Adventure

Why a Trust Is the Best Option to Avoid Probate
Client Estate Planning Probate

Why a Trust Is the Best Option to Avoid Probate

Three Tips for Overwhelmed Executors
Client Estate Planning

Three Tips for Overwhelmed Executors

The Pros and Cons of Probate
Client Probate

The Pros and Cons of Probate

Nongrantor Trusts
Uncategorized

Nongrantor Trusts

Handling S Corporation Needs in Estate Planning
Estate Planning

Handling S Corporation Needs in Estate Planning

Generation-Skipping Transfer Tax
Client

Generation-Skipping Transfer Tax

Are You Sure You Want That Inheritance?
Uncategorized

Are You Sure You Want That Inheritance?

What to Do if Your Trustee is Unresponsive
Client Estate Planning Trust Administration

What to Do if Your Trustee is Unresponsive

Choosing An Estate Planning Attorney
Client Estate Planning

Choosing An Estate Planning Attorney

Is Your Estate Plan Complete?
Estate Planning

Is Your Estate Plan Complete?

Right of Occupancy Trust
Client Estate Planning

Right of Occupancy Trust

How to Keep Your Child’s Inheritance Out of Your In-Law’s Hands
Estate Planning

How to Keep Your Child’s Inheritance Out of Your In-Law’s Hands

Protect Your Artistic Legacy
Client Estate Planning

Protect Your Artistic Legacy

Using Assisted Reproductive Technology: What Happens to Unused Genetic Material at Your Death?
Uncategorized

Using Assisted Reproductive Technology: What Happens to Unused Genetic Material at Your Death?

Cryptocurrency and Your Estate Plan
Uncategorized

Cryptocurrency and Your Estate Plan

Powerful Provisions in Your Financial Power of Attorney
Client Estate Planning

Powerful Provisions in Your Financial Power of Attorney

What Happens to My Spouse’s Debts at Their Death?
Client Estate Planning

What Happens to My Spouse’s Debts at Their Death?

Important Questions to Ask When Investing in a Vacation Property
Client Estate Planning

Important Questions to Ask When Investing in a Vacation Property

Can a Trust Own My Business After I Die?
Client Trust Administration

Can a Trust Own My Business After I Die?

LGBTQ+ Estate Planning to Protect Yourself and Your Loved Ones
Client Estate Planning

LGBTQ+ Estate Planning to Protect Yourself and Your Loved Ones

Dutiful Child or Manipulator of the Elderly?
Uncategorized

Dutiful Child or Manipulator of the Elderly?

Updating Your Estate Plan: How Many Tweaks Are Too Many
Client Estate Planning

Updating Your Estate Plan: How Many Tweaks Are Too Many

Summer Camp Checklist
Client

Summer Camp Checklist

It’s Not Just About the Money: The Legacy You Leave Your Family
Client Estate Planning

It’s Not Just About the Money: The Legacy You Leave Your Family

How Often Should You Update Your Estate Plan?
Estate Planning

How Often Should You Update Your Estate Plan?

Three Steps to Take When the Deceased Has Controlled Substances
Uncategorized

Three Steps to Take When the Deceased Has Controlled Substances

Can a Trust be Kept Secret from its Beneficiaries?
Client Estate Planning Trust Administration

Can a Trust be Kept Secret from its Beneficiaries?

Does a Domestic Partner Have the Same Rights as a Spouse When It Comes to Estate Planning?
Client Estate Planning

Does a Domestic Partner Have the Same Rights as a Spouse When It Comes to Estate Planning?

If I Give My Home to My Child in My Will, Can They Take My Home While I Am Still Alive?
Uncategorized

If I Give My Home to My Child in My Will, Can They Take My Home While I Am Still Alive?

What Happens to Your Social Media Accounts at Your Death?
Uncategorized

What Happens to Your Social Media Accounts at Your Death?

Estate Planning Considerations for Couples with an Age Gap
Uncategorized

Estate Planning Considerations for Couples with an Age Gap

How to Protect Yourself from Claims of Self-Dealing When Serving as a Trustee
Client

How to Protect Yourself from Claims of Self-Dealing When Serving as a Trustee

Electronic Wills
Client Estate Planning

Electronic Wills

When a Gift May Not Be a Gift
Client

When a Gift May Not Be a Gift

Marital Disclaimers and the Clayton Election – Last-Minute Estate Tax Planning
Client

Marital Disclaimers and the Clayton Election – Last-Minute Estate Tax Planning

Estate Planning Lessons Learned from U.S. Presidents
Estate Planning

Estate Planning Lessons Learned from U.S. Presidents

Statements of Intent or Purpose in Your Trust
Client

Statements of Intent or Purpose in Your Trust

Springing Financial Powers of Attorney
Uncategorized

Springing Financial Powers of Attorney

Different Types of Deeds
Uncategorized

Different Types of Deeds

QTIP Trust – Providing For a Surviving Spouse
Uncategorized

QTIP Trust – Providing For a Surviving Spouse

Pour-Over Will – Not Your Average Will
Uncategorized

Pour-Over Will – Not Your Average Will

Trusts for Minor Children
Estate Planning

Trusts for Minor Children

The ABCs of RLTs
Uncategorized

The ABCs of RLTs

Five Questions to Ask Yourself About Your Social Media Presence
Uncategorized

Five Questions to Ask Yourself About Your Social Media Presence

Reasons a Trust Might Terminate
Uncategorized

Reasons a Trust Might Terminate

Qualified Personal Residence Trust – What Is It and When Should You Consider One?
Client Uncategorized

Qualified Personal Residence Trust – What Is It and When Should You Consider One?

Writing Your Own Obituary as an Addition to Your Estate Plan
Client Estate Planning

Writing Your Own Obituary as an Addition to Your Estate Plan

Funeral Planning: How a Remembrance and Services Memorandum Can Help
Client Estate Planning

Funeral Planning: How a Remembrance and Services Memorandum Can Help

Why You Might Want to Go Through Probate
Uncategorized

Why You Might Want to Go Through Probate

Aligning Your Assets With Your Trust
Uncategorized

Aligning Your Assets With Your Trust

What is HEMS and Why is it Included in So Many Trusts?
Client Estate Planning

What is HEMS and Why is it Included in So Many Trusts?

Myths We Tell Ourselves About Estate Planning
Client Estate Planning Probate

Myths We Tell Ourselves About Estate Planning

Life Insurance and Estate Planning: Protecting Your Beneficiaries’ Interests
Client Estate Planning

Life Insurance and Estate Planning: Protecting Your Beneficiaries’ Interests

The Importance to You and Your Loved Ones of Having an Estate Plan
Uncategorized

The Importance to You and Your Loved Ones of Having an Estate Plan

What You Should Know About Life Insurance
Uncategorized

What You Should Know About Life Insurance

Don’t Let Creditors Inherit from You or Your Spouse
Uncategorized

Don’t Let Creditors Inherit from You or Your Spouse

Community Property or Separate Property? Why Does It Matter?
Client

Community Property or Separate Property? Why Does It Matter?

Questions to Ask When Hiring a Fiduciary
Uncategorized

Questions to Ask When Hiring a Fiduciary

Estate Planning Concerns for the Unmarried
Client Estate Planning Uncategorized

Estate Planning Concerns for the Unmarried

Trust and Estate Administration – Who Should Attend the Meetings?
Client Estate Planning Probate Trust Administration

Trust and Estate Administration – Who Should Attend the Meetings?

Things You Need to Know About Basis
Basis Planning Client Estate Planning

Things You Need to Know About Basis

Limitations to Your Power of Attorney
Uncategorized

Limitations to Your Power of Attorney

How Can Remarriage Affect Your Estate Planning?
Uncategorized

How Can Remarriage Affect Your Estate Planning?

Estate Planning for Your Later Years
Uncategorized

Estate Planning for Your Later Years

Special Needs Trust
Uncategorized

Special Needs Trust

Should a Prenuptial Agreement be Part of Your Estate Planning?
Uncategorized

Should a Prenuptial Agreement be Part of Your Estate Planning?

Gifts Your Family Will Love that the IRS Will Not Tax
Uncategorized

Gifts Your Family Will Love that the IRS Will Not Tax

Can My Child be Both a Beneficiary and a Trustee of My Trust?
Uncategorized

Can My Child be Both a Beneficiary and a Trustee of My Trust?

Could Your Heirs Benefit from the Protection of a Spendthrift Trust?
Uncategorized

Could Your Heirs Benefit from the Protection of a Spendthrift Trust?

Types of Life Insurance That Might Be Used in Estate Planning
Uncategorized

Types of Life Insurance That Might Be Used in Estate Planning

Can I Name a Disabled Individual as My Key Helper?
Uncategorized

Can I Name a Disabled Individual as My Key Helper?

Living, Testamentary, and Constructive Trusts – Are They All the Same?
Uncategorized

Living, Testamentary, and Constructive Trusts – Are They All the Same?

Why Are My Estate Planning Documents So Long?
Uncategorized

Why Are My Estate Planning Documents So Long?

Handling the Legal Affairs of a Missing Person
Uncategorized

Handling the Legal Affairs of a Missing Person

Selling a Deceased Loved One’s Real Estate: Things You Need to Know
Uncategorized

Selling a Deceased Loved One’s Real Estate: Things You Need to Know

What Are The Rights of a Child Born Outside of Marriage?
Uncategorized

What Are The Rights of a Child Born Outside of Marriage?

Simultaneous Deaths: What If My Spouse and I Die at the Same Time?
Uncategorized

Simultaneous Deaths: What If My Spouse and I Die at the Same Time?

Estate Planning for Unmarried Partners
Uncategorized

Estate Planning for Unmarried Partners

It’s All in the Family: Understanding Common Legal Terms That Describe Loved Ones in Estate Planning
Uncategorized

It’s All in the Family: Understanding Common Legal Terms That Describe Loved Ones in Estate Planning

Why Unmarried Partners Should Care About Estate Planning
Uncategorized

Why Unmarried Partners Should Care About Estate Planning

Options for Transferring Your IRA to a Loved One
Uncategorized

Options for Transferring Your IRA to a Loved One

How to Talk to Mom and Dad About Creating an Estate Plan
Uncategorized

How to Talk to Mom and Dad About Creating an Estate Plan

Caution: Creditors Are a Threat to Inherited Retirement Accounts
Uncategorized

Caution: Creditors Are a Threat to Inherited Retirement Accounts

Five Reasons to Protect Your Retirement Accounts Now
Uncategorized

Five Reasons to Protect Your Retirement Accounts Now

What to Know If Your Deceased Loved One Owned Firearms
Uncategorized

What to Know If Your Deceased Loved One Owned Firearms

What If I Can’t Find My Loved One’s Documents?
Uncategorized

What If I Can’t Find My Loved One’s Documents?

Reviewing Your Real Estate Plan After the Death of a Loved One
Uncategorized

Reviewing Your Real Estate Plan After the Death of a Loved One

Reviewing Your Accounts and Property upon the Death of a Loved One
Uncategorized

Reviewing Your Accounts and Property upon the Death of a Loved One

My Loved One Has Died – What Do I Do Now?
Uncategorized

My Loved One Has Died – What Do I Do Now?

Ways to Leave Your Real Estate to Your Loved Ones (and the Pros and Cons)
Uncategorized

Ways to Leave Your Real Estate to Your Loved Ones (and the Pros and Cons)

Third-Party Supplemental Needs Trust
Uncategorized

Third-Party Supplemental Needs Trust

Some Important Numbers for 2021
Uncategorized

Some Important Numbers for 2021

The Importance of a Successor Trustee
Uncategorized

The Importance of a Successor Trustee

Five Mistakes Successor Trustees Make (and How to Avoid Them)
Uncategorized

Five Mistakes Successor Trustees Make (and How to Avoid Them)

The People Involved in Your Estate Plan
Uncategorized

The People Involved in Your Estate Plan

Buyer Beware: How to Avoid Estate Planning Scams
Uncategorized

Buyer Beware: How to Avoid Estate Planning Scams

How to Own Your Real Estate
Uncategorized

How to Own Your Real Estate

COVID-19: A Reminder of Why Estate Planning is Important
Uncategorized

COVID-19: A Reminder of Why Estate Planning is Important

You Inherited a Retirement Account: Now What?
Uncategorized

You Inherited a Retirement Account: Now What?

Funeral Planning: How a Remembrance and Services Memorandum Can Help
Uncategorized

Funeral Planning: How a Remembrance and Services Memorandum Can Help

Wills vs. Trusts: A Quick and Simple Guide
Uncategorized

Wills vs. Trusts: A Quick and Simple Guide

What is a Medallion Signature Guarantee, and Do I Need One?
Uncategorized

What is a Medallion Signature Guarantee, and Do I Need One?

Choosing a Corporate Trustee
Uncategorized

Choosing a Corporate Trustee

Planning with Retirement Accounts – The SECURE Act
Uncategorized

Planning with Retirement Accounts – The SECURE Act

Remember to Vote!
Uncategorized

Remember to Vote!

Wills, Trusts, and Dying Intestate
Uncategorized

Wills, Trusts, and Dying Intestate

Wealth Transfer Strategies to Consider This Election Year
Uncategorized

Wealth Transfer Strategies to Consider This Election Year

Revocable Trust vs. Irrevocable Trust: Which is Best for You?
Uncategorized

Revocable Trust vs. Irrevocable Trust: Which is Best for You?

COVID-19 and Minor Children: Things to Consider Now
Uncategorized

COVID-19 and Minor Children: Things to Consider Now

Estate Planning: 3 Reasons We Run the Other Way
Uncategorized

Estate Planning: 3 Reasons We Run the Other Way

Happy 18th Birthday! Now What?
Uncategorized

Happy 18th Birthday! Now What?

Why Title Matters
Uncategorized

Why Title Matters

Who’s On Your Team?
Uncategorized

Who’s On Your Team?

Legacy Letters – Passing On Your Wisdom and Experience to the Next Generation
Uncategorized

Legacy Letters – Passing On Your Wisdom and Experience to the Next Generation

Why Your Heirs or Beneficiaries May Receive a Smaller Inheritance Than You Thought
Uncategorized

Why Your Heirs or Beneficiaries May Receive a Smaller Inheritance Than You Thought

How Do I Donate My Organs When I Die?
Uncategorized

How Do I Donate My Organs When I Die?

Avoiding Financial Grief: How to Protect Your Significant Other from Frozen Accounts
Client Estate Planning

Avoiding Financial Grief: How to Protect Your Significant Other from Frozen Accounts

My Loved One Has Died. What Do I Do Now?
Uncategorized

My Loved One Has Died. What Do I Do Now?

Help! I’ve Been Named as a Guardian. What Do I Do?
Uncategorized

Help! I’ve Been Named as a Guardian. What Do I Do?

We All Need a Yearly Checkup: Your Estate Plan Does Too
Uncategorized

We All Need a Yearly Checkup: Your Estate Plan Does Too

Trust Funding: Setting Your Trustee Up For Success
Uncategorized

Trust Funding: Setting Your Trustee Up For Success

How to Help Your Loved Ones (and Assets) Avoid Probate
Uncategorized

How to Help Your Loved Ones (and Assets) Avoid Probate

Nosy Neighbor Nelly Can Find Out About Your Probate. Really.
Uncategorized

Nosy Neighbor Nelly Can Find Out About Your Probate. Really.

HELP! This Probate Is Taking Forever!!!
Client Estate Planning Probate

HELP! This Probate Is Taking Forever!!!

3 Simple Ways to Avoid Probate Costs
Uncategorized

3 Simple Ways to Avoid Probate Costs

Caution: Creditors Now Have Easy Access to Inherited IRAs
Uncategorized

Caution: Creditors Now Have Easy Access to Inherited IRAs

Trust Protectors
Uncategorized

Trust Protectors

Niche Trusts
Advisor

Niche Trusts

Estate Planning is Important for Adults of All Ages
Estate Planning

Estate Planning is Important for Adults of All Ages

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