When peace of mind matters most. The truest way to protect your family.
Truest is your one source for objective and expert advice & caring and individualized consultation.
Welcome! We want to congratulate you for making it here and taking the first step toward planning for everyone and everything you love. We cherish the opportunity to help secure what you love. We look forward to learning your story, hearing what matters to you, and helping you to discover what’s actually needed to keep your loved one’s out of court and out of conflict when something happens to you (or them). We specialize in creating wills and trusts to achieve your goals.
If you’re ready to get going, please attend one of our upcoming events (which you can read about below) or schedule a 15-minute free consultation. If you’re ready to jump right in, please schedule a Family Wealth Planning Session. Undecided? That’s fine, it’s normal to be a little uneasy about estate planning. Many of our happiest clients started just where you are right now. But, when they read the best-selling book on estate planning for families, Wear Clean Underwear (we know, it’s a funny name, right?) they felt more at ease, educated and informed. We would love to send you a copy of this book for free, as my gift to you for considering working with me.
Simply click and enter your name and email address and I’ll send you Wear Clean Underwear: A Fast, Fun, Friendly – and Essential – Guide to Planning for Busy Families.
It’s called Wear Clean Underwear because your mom always told you to wear clean underwear in case you were in an accident, but once you are a parent, there are important legal planning steps you need to take as well. By the way, the book gets 4.4 stars on Amazon
Service beyond compare. From the moment I spoke with Donna the entire will and trust process was smooth, understandable and extremely valuable. As a father, husband and business owner, understanding how to protect my family and my assets has always been top of mind. Donna and her team did an amazing job! I highly recommend Donna and the Truest Law team.
Ryan Parker | Family Estate Planning Client
HAVE KIDS AT HOME?
Then You Need To Name Legal Guardians.
Do It Here For Free.
If you have children, you likely worry about what would happen to them if something happens to you. At the very least, you want to name legal guardians to care for them for the long-term. And it needs to be done legally.
So we have created a website to make it easy for you. You can name guardians for your kids for free.
Once you name guardians for your kids, you will rest easy at night knowing for sure… What would happen to your kids if something were to happen to you?
YOUR FAMILY'S LAWYER FOR LIFE
Our Family Wealth VIP Membership programs are part of what set us apart and allow us to care for you and your family throughout all life’s stages.
At most estate planning law firms the relationship ends when you sign your documents. At Truest Law we see the signing of your estate planning documents as just the beginning of our relationship with your family. And that’s how it should be because your life will change, your assets will change, and the law will change. Your plan needs to change along the way, as well.
CORONAVIRUS TAX CUTS. THE SILVER LINING. Is it really time to start thinking about filing your 2020 taxes? 2020 is a particularly important year to start planning. In 2020, we have to consider inflation. The Coronavirus Aid Relief and Economic Security (CARES) Act provides individual taxpayers several new tax breaks, most of which will only be available for the 2020 tax year. The sooner you know about the changes, the better your planning. Here are 6 ways your return may differ this year: Waived RMDs. If you’re 72 or older, you are generally required to take a required minimum distribution
ESTATE PLANNING FOR YOUNG ADULTS Why do young adults, as early as 18, need estate planning? And why should it be a priority for you and them? Here’s why: the minute a person turns 18, they become legal adults and you, the parent, no longer have the legal authority to make decisions for them. And you don’t have legal access to their financial accounts. With you no longer in charge, your young adult could become incredibly vulnerable. For example if they encounter an illness that renders them incapacitated, such as COVID-19, having a plan in place could literally save their
FOUND $$$ Rarely does a person work for a single employer for decades until retirement. Most people are likely to changes jobs multiple times during their lifetime. According to the Bureau of Labor Statistics, workers have held an average of 12 jobs by the time they reach their 50s. With so many job changes, it is easy to see you might lose track of an old 401(k) or retirement account, especially if you only worked in a position for a short time. In fact, forgetting plans is quite common: it’s estimated that roughly 900,000 workers lose track of their 401(k)
DO YOU NEED A “GO-BAG?” Go-bags originated with the US military which requires personnel to keep one on hand packed with essentials for survival. Over the past few weeks we’ve experienced deadly forest fires in California, Arizona and Colorado. The East and Gulf coasts have suffered hurricanes and tropical storms. The Midwest has endured tornados and floods. And on top of all of that, we are still amid the COVID-19 pandemic. It’s best to prepare for your family’s safety now. Here are some updated items that you may need in your 2020 go-bag. Your updated estate planning and healthcare documents
ARE WE THERE YET? ESTATE PLANNING FOR LGBTQ COUPLES There is a case pending before the US Supreme Court which is on the docket for October 2020. Fulton v. City of Philadelphia. A religious-based adoption agency had contracted with the City of Philadelphia and agreed to abide by its anti-discrimination laws. Regardless, the agency refused to license same-gender couples as foster parents. The City refused to renew their contract and the agency sued the City. The lower courts found that the City’s regulation was not a targeted attack on religion. Currently, 11 states allow state licensed adoption agencies to refuse
Avoid These 4 Mistakes When Naming Life Insurance Beneficiaries You may have life insurance as part of your estate plan. When naming your beneficiaries, there are mistakes you can make that could lead to potentially dire consequences for the very people you’re trying to protect and support. The following four mistakes are among the most common we see clients make when selecting life insurance beneficiaries. If you’ve made any of these errors, contact us right away, so we can amend your policy to ensure its proceeds provide the maximum benefit for those you love most. Failing to name a beneficiary.
Ready to talk with us about how you can keep your family out of court or out of conflict when something happens to you.
Or, maybe you are the family member or close friend of a loved one, and something has happened and now you need advice. If so, our hearts are with you, and we will do our best to help you keep things as easeful as possible.
There are three options for you to get our support. Choose the one that’s best for you:
- Schedule Free 15-Minute Phone Consultation
- Schedule 2-Hour Family Wealth Planning Session
- Schedule 2-Hours Existing Estate Plan Review