Many people create a revocable living trust believing it will help their family avoid probate after they pass away. Often, that is exactly what happens. However, simply signing a trust agreement does not automatically avoid probate. In fact, one of the most common estate planning issues I encounter is a Read more
When someone passes away owning property in more than one state, their estate may not be handled in just one place. In many cases, a second probate proceeding—known as an ancillary estate—is required. For families, this often comes as a surprise, especially when they believe everything has already been handled Read more
When most people think about trusts, they imagine a static legal document—signed, funded, and then left alone to operate exactly as written. In reality, well-designed trusts often last for many years, sometimes decades. During that time, laws change, family circumstances evolve, and administrative challenges arise. That’s where a trust protector Read more