By: Daniel A. PerryI was working with a family earlier this year regarding the probate court process. This family lost their mother suddenly. Further, they told me that their father passed away about seven years ago. Their mother died with a will and the family had a lot of questions. Their mother owned a home, […]
By: Daniel A. PerryI was working with a family earlier this year regarding their mother’s probate estate. When I work with a family through the probate court process, I always get asked “what is all of this going to cost?”Every time I hear that question I respond the same way, “that is almost impossible for […]
By Daniel A. Perry, Esq.As a Trusts and Estates attorney, I have seen a lot during my career. I have represented clients during the planning stage, and I have represented families in estate settlement after the death of a loved one. However, I have also represented families when disputes arise among family members during the […]
By: Daniel A. Perry Recently, I was speaking with a couple regarding their rental properties and other investment properties. This couple owned properties in the state and out of the state. In addition, they were also silent partners in a small business which was generating them a decent amount of revenue. When I asked the […]
By: Daniel A. PerryHow comfortable would you be with your spouse inheriting your small business? Or, how comfortable would you be with your children inheriting your small business? Are you confident that your business partner or partners would not fight in an attempt to buy the share from your spouse and/or children?Unfortunately, without proper small […]
by Daniel A. PerryOne of the most common questions that I receive from families regarding trusts is whether placing their assets into a trust will protect them from creditors and provide them with protection of their personal assets from loss due to a lawsuit. Although there are hundreds of different types of trusts (revocable and […]
by Daniel A. PerryEvery time I speak with clients regarding setting up and establishing their estate plan including their Last Will and Testament, Disability Legal Documents, and Trust documents (whether they are revocable or irrevocable), I always tell my clients the same thing.“We Can’t Stop Here Now That All Your Documents Are Complete. We Must […]
by Daniel A. PerryAs an estate planning attorney, I speak with families every day regarding a wide variety of their concerns when it comes to estate planning. These concerns range from taxes, to keeping the government out of their private affairs, to avoiding probate, to protecting their children’s inheritance from divorce, to planning for a […]
By Daniel A. PerryYou work your entire life, saving your money and developing a nice nest egg of savings. Now you want to provide a nice inheritance for your children. Then, in one moment, everything changes. Your adult child is divorced and loses half of their inheritance to a former spouse. An adult child is […]