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Bill Gaggos

A Revocable Living Trust is a written document in which you, the grantor of the Trust, set forth in detail the arrangements for the management and distribution of your property during your lifetime and after your

Bill Gaggos

The administration of Trusts and Estates for deceased and incapacitated persons is more complicated than you might think. Whether a person has a Revocable Trust, a simple Last Will, or no estate planning documents, action must

Bill Gaggos

Dealing with the death of a loved one can be one of the most difficult challenges we face. 1. Grieving And Family Is A Priority It is natural to feel a sense of urgency in handling

Bill Gaggos

Family members sometimes loan money to each other. These “related party” loans are given with the best intentions and, most of the time, are repaid timely and without any problems. However, there are many things to

Bill Gaggos

Most of us have at one time or another worried about causing an accident and being sued. Or considered the financial loss that might result from a divorce or bad business dealing. These are just a

Bill Gaggos

There is a ton of technology available to lawyers, including estate and trust lawyers. Whether you are looking to increase efficiency in your workflow or just convenience in your daily work life, there is a tool

Bill Gaggos

If you’ve practiced estate law even for just a few years, you know every client is unique in some way. Each client has different types and amounts of assets, different family dynamics, and different attitudes. It’s

Bill Gaggos

You know you can do the work, it’s getting the work that’s the challenge. Believe us, we know that feeling. We’re going to show you 8 exact ways you can get clients as a financial advisor.

Bill Gaggos

All estate plans require that you designate someone to handle financial matters upon your incapacity or death. Whether you are single or married, have a modest estate or millions, the most important estate planning decision you

Bill Gaggos

As much as attorneys would like to focus on only doing billable work, marketing is a constant in any entrepreneurial role, and you need to view investing time into growing your estate planning practice as an

Bill Gaggos

In order for your Revocable Living Trust to carry out your estate plan, you must legally transfer all your property, assets, and accounts to it. This is a critical step to finalizing your Trust.We’re going to

Bill Gaggos

The phrase “get your affairs in order” probably makes you think of death, but that’s actually not when or why most people do it.Death is a common motivator, and people often become motivated to organize everything

Bill Gaggos

It’s not the most fun thing to think about, but an increasingly important part of getting your affairs in order involves figuring out what to do with all your digital assets and online accounts when you

Bill Gaggos

Creating a will or trust can be a laborious process. There’s a lot to think through: who gets what, when they get it, and how that happens. And there is a ton of related paperwork.You must

Bill Gaggos

Congratulations. You’ve graduated from law school and passed the bar. Now you’re debating between working for a firm or starting your own practice, and there are a lot of factors to consider. There are about 90

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