Is Now the Time to Remodel Your Old Trust?

There are several reasons why you should update your existing trust or perhaps your entire estate plan. While estate planning documents do not necessarily have a shelf life, they may not fulfill your goals when your circumstances change. Of course, having estate planning documents that are up-to-date is critical, but how do you know when […]

Fund Your Trust and Avoid Sending Your Loved Ones (and Assets) through Probate

Today many people are using a revocable living trust instead of a will or joint ownership as the foundation of their estate plan. When properly prepared, a living trust will avoid the public, costly and time-consuming court processes of conservatorship or guardianship (due to incapacity) or probate (after death). Still, many people make a big […]

Documents for Health Care and End-of-Life Decisions

When a tragedy strikes or there is illness and we don’t have our affairs in order, most of us will regret not having taken care of things ahead of time.  The truth of the matter is that most people procrastinate when it comes to getting legal planning documents in place – it is a statistical […]