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EXPERIENCED ESTATE & TRUST PLANNING
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5-Star Reviews for Poulos Law Firm
Greg Poulos is extremely professional and an expert in his field. Many businesses continue to trust Mr. Poulos because of his extensive legal experience and his expert knowledge working with small businesses. I have nothing but good things to say about the client experience at the Poulos Law Firm.
John
Greg is able to take complex information and make it easy to understand. He has infinite patience in explaining what you really need to know. In working with my estate plan, he taught me a lot about what to do and not to do when passing assets on to my special needs nephew.
J. Wolfe
I worked with Greg Poulos on a few legal matters that pertained to my business and I have to say that not only did he take the time to answer all my questions but he went way above my expectations and I couldn't be more happy. If you're looking for an attorney that's experienced, very knowledgeable and truly has his clients best interest at heart than Greg is your attorney.
Nick N.
The Latest News from Poulos Law Firm
January 10, 2019
Retirement Challenges Facing Women
For women, securing enough retirement income can be a daunting proposition. Generally speaking, women face two significant hurdles to overcome to achieve a comfortable flow of retirement income. One h...November 15, 2018
Lost Will and Testament
You wouldn’t believe how often a Last Will and Testament goes missing. You also wouldn’t believe what a mess that causes for the heirs. Most people think it is enough to keep their Will in a con...May 25, 2018
What if the plane goes down with the whole family?
Yuck what a thought! But every estate plan should address this possibility. Most people plan to pass their assets on to the next generation … to their sons or daughters or grandchildren. However, some...May 10, 2018
Uncomfortable Questions No One Wants to Answer
Thinking about death is uncomfortable and thinking about our own death is something all of us tend to avoid with a passion. It also explains why so many people are reluctant to take on the task of est...April 27, 2018
“I Want a Simple Will” Really?
So you say all you need is a simple Will. Are you really sure about that? If your goal is simply to pass on your assets to your heirs, you might be right. On the other hand, if you wish to provide you...March 1, 2018
Build a Fortress for Your Beneficiaries
The question of how to leave your assets to your beneficiaries deserves considerable thought. For instance, outright distribution to a child with special needs can interfere with government benefits y...February 25, 2018
That Joint Ownership Thing May not be Good Estate Planning?
Should you do it? Maybe. Not really. Historically, joint ownership of property has been a popular estate planning tool. Adding a partner, child or close friend as a joint owner on one or more of your...February 12, 2018
About those Reverse Mortgages and Probate
Basic Stuff Reverse mortgages have come to the forefront of many retirees’ minds in the past five years or so. Simply put, a reverse mortgage is a home equity loan. Unlike a conventional loan, the bor...January 30, 2018
Naming a Stand-Alone Retirement Legacy Trust as Beneficiary
Naming the right beneficiary for your tax-deferred retirement accounts may be one of the most important decisions you make with regards to your estate plan. You want to continue the growth of those ac...January 16, 2018
Get Those Beneficiary’s Correct..or else.
Do you want to create absolute chaos or extensive problems and expenses for your heirs? Sure, you do. Not! When we ask clients and their advisors whether client’s beneficiary designations are current,...Proud member of…
