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Big News! I’m Joining My Firm With Creative Planning Legal, P.A.

Big News! I’m Joining My Firm With Creative Planning Legal, P.A.

Big news!! I’m excited to announce that I will be joining Creative Planning Legal, P.A. at the first of October. For me, and for my clients at The Bell Law Firm, P.A., this is a timely opportunity. It will take some time to finish the transition, and more...
How Is a Revocable Trust Administered After the Trustmaker Dies?

How Is a Revocable Trust Administered After the Trustmaker Dies?

Revocable trust administration is usually easier to manage after the original Trustmaker dies when compared to the alternative of probate. The trust administration is private, there is no court involved, and usually, there are fewer third-party items involved in the...
How to Give to a Child With Special Needs Without Causing Problems

How to Give to a Child With Special Needs Without Causing Problems

As an attorney who works with quite a few families who have children, or adults, with special needs, we encounter families who have a difficult time talking with their loved ones about giving gifts. We also see the problems that these gifts can cause when they are...
Should We Name a Sibling as Trustee?

Should We Name a Sibling as Trustee?

Families of children with special needs are faced with a very difficult decision — after the parents are gone, who will watch out for their child who can’t watch out for themselves? Oftentimes, this question is coupled with — should a family member...
6 Things About Your Estate Plan You Should Review Every Year

6 Things About Your Estate Plan You Should Review Every Year

One thing you can count on at the beginning of every new year is lots of lists. The best list, the worst list, “my New Year’s resolutions list,” and it goes on and on. Amy Grant has a beautiful holiday song known as “My Grown-Up Christmas...