by Kelley Way | Feb 5, 2024 | Estate Planning
What is an A/B Trust? Many of my prospective clients have heard the term “A/B Trust”, but they rarely know what it means, even when they have an A/B Trust themselves. (I’ve even had cases where people didn’t realize they had an A/B Trust in the...
by Kelley Way | Jan 1, 2024 | Estate Planning
Happy New Year! Since today is New Year’s Day, it seemed like a good time to bring up a frequently asked question: When should I update my will/trust? I have colleagues who recommend reviewing your will and trust every New Year’s Day to ensure it’s up to date. But do...
by Kelley Way | Dec 4, 2023 | Estate Planning, Intellectual Property
I hope everyone is enjoying the holiday season. In keeping with tradition, this final blog post of the year highlights the blog articles that got the most attention this past year. I hope you enjoy this trip down Memory Lane! Note: In previous years, I also included...
by Kelley Way | Oct 2, 2023 | Copyrights, Estate Planning, Intellectual Property, Trademarks
It’s been a long time since I last posted on estate planning horror stories that affect contemporary celebrities. An update is long overdue, so let me share what’s been happening in some of the estates I discussed in my previous article. After five years...
by Kelley Way | Sep 4, 2023 | Estate Planning
If you’ve already created your estate plan (i.e. a will and trust, plus a few other documents), then you’re ahead of most of the American population. However, things can still go wrong, even when you’ve created a proper estate plan. Here are a five common estate...
by Kelley Way | Aug 7, 2023 | Estate Planning
If you’ve worked with a lawyer to create a trust, you’ve probably heard this term before. “Funding your trust” is a common refrain for estate planning lawyers, mainly because so many clients fail to take this crucial step, creating problems for...
