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...
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...
Most people understand that having some sort of an estate plan is a good thing. Many of us don’t take the steps, however, to have an estate plan prepared because we don’t understand the nuances between wills and trusts — and dying without either....
Happy New Year! I don’t know about you, but I love the beginning of the new year as it is a time to start fresh, get organized, and tackle new goals. I understand that the idea of getting your financial and legal house in order is likely the last thing on your mind...
When it comes to estate planning, you probably think of wills and trusts. But there are three other estate planning documents you should think about to make your plan complete: A Living Will A Health Care Power of Attorney A Financial Power of Attorney Planning for...
This is a common question I receive. Do I really need a trust? Although many people equate “estate planning” with having a will, there are many advantages to having a trust rather than a will as the centerpiece of your estate plan. While there are other estate...
