By Daniel A. Perry, Esq.I hear it all the time … “Dan, we found out how to do this on our own without a trust and without a lawyer. We are just going to title all our accounts as joint tenants so we can avoid probate.”The only advantage to titling accounts as joint tenants is the […]
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 How to Protect Your Family, Your Wealth and Your Inheritance A common question that I receive nearly every day from families is how do I protect my family and our wealth from creditors and lawsuits. Invariably, many people believe that by simply having a trust that your assets will be protected […]