Posted by Mark Ruiz | Oct 07, 2024 |
One of the most common discussions I have with my clients involves how to ensure their assets pass smoothly to their loved ones after death. A common goal is to avoid the often lengthy and expensive process of probate. While many clients come in thinking a Living Trust is their only option, there...
Posted by Mark Ruiz | Jan 02, 2024 |
As an Estate Planning attorney, I frequently have clients request that their pets be provided for in their Trust. As a proud owner of a Golden Doodle, I can relate to how pets truly are a part of the family. Sometimes, people who are non pet owners can't quite relate but for animal lovers, I am ...
Posted by Mark Ruiz | Jan 18, 2023 |
I often have clients who are refferred to me for the purposes of Estate Planning and are curious about how the process works. Many clients call my office about a Will or a Trust. Generally, the process involves an initial phone interview where I ask high level questions such as if the client is ...
Posted by Mark Ruiz | Sep 07, 2020 |
Frequently, clients call me to set up a Living Trust. When I ask about their goals, they mention that they would like to protect their assets from potential creditors. At that point, I explain in the nicest possible way so as not to insult their level of knowledge, that unfortunately Living Trus...