Author Archives: R. Anthony Orsbon

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What are pour-over wills?

However careful you are when estate planning, there is always the possibility that you may forget something. Most people review their estate plan every couple of years, and a lot…

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Does your business have a succession plan?

If you are running your own business, you understand the importance of planning. Still, in the busyness of day-to-day activities, you may forget to plan what will happen to your…

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Revocable vs. Irrevocable trust: which one should I set up?

Trusts are an essential component of any estate planning process. Done right, these tools can hold assets for your beneficiaries and ensure that your wishes and legacy are honored long…

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What are the pros and cons of setting up a charitable trust?

A charitable trust is a powerful way to impact society positively. But more than the intangible rewards that a person may reap out of it, there are also some personal…

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Including intellectual property in your estate plan

When you think about estate planning, you usually think about distributing physical assets like real estate, cash or heirlooms. In an increasingly digital and knowledge-based economy, it is essential not…

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Factors to consider when choosing a guardian for your children

Assets and finances take up a lot of focus when it comes to estate planning. While distributing assets among beneficiaries is a large part of the process, there is much…

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How small estates qualify for probate shortcuts

It is no secret that probate can be extensive and complicated, depending on the amount and type of assets involved, among other considerations. Aside from the lengthy process, probate costs…

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Estate planning instruments you can use to avoid probate

A will is one of the more popular estate planning methods, primarily because creating a last will and testament is relatively easy. What you may not realize, however, is that…

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What positive traits should you look for in your executor?

Thinking about the end of your life and how your beneficiaries will deal with your loss may feel overwhelming or depressing at first. However, taking steps to plan for this…

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3 reasons you might want a trust instead of a will

Some people think creating an estate plan is all about writing a will, but that is only partly true. You can now choose from several estate planning tools that help…

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