Estate planning is an important step for seniors to take to protect their assets and ensure that their wishes are carried out after they pass away. While estate planning can be a complex process, it's crucial for ensuring that your loved ones are taken care of and that your assets are distributed according to your [...]
I am often asked by clients considering changes to their estate planning whether it is better to start over from scratch, or to modify what is already in place. As with most things, it depends. First, a few definitions: When someone has a Trust, a change to the trust may take the form of either [...]
Do you know the difference between a Will and a Trust? Which do you need? Do you need both? Neither? Knowing the difference could save your family thousands of dollars and months of headaches. The chart below just scratches the surface. LAST WILL AND TESTAMENT Pro “Set-it-and-forget-it” — you need [...]