How to choose a Trustee
When you establish a trust, you name someone to be the trustee. A trustee does what you do right now with your financial affairs - collect income, pay bills and taxes, save and invest for [...]
The Dangers of DIY Estate Plans
With the number of online and do-it-yourself (DIY) legal providers continuing to grow and advertise heavily, you may be wondering if you could do your estate planning with the help of these forms. The advertising [...]
Wills vs. Trusts: A Quick & Simple Reference Guide
Confused about the differences between wills and trusts? If so, you're not alone. While it's always wise to contact experts like us, it's also important to understand the basics. Here's a quick and simple reference [...]
Is a Financial Plan Enough? Why Experts Say You Need an Estate Plan
If you want to leave a robust financial legacy for your family, a financial plan alone is like trying to guide a boat with just one oar. It’s only part of the big picture for [...]
How to Get Organized to Meet With Your Estate Planning Attorney
OK, great! You've finally decided it's time to meet with an estate planning attorney and get your affairs in order. It's time to make sure your family is protected. Now that you've scheduled the first [...]
Why a Trust is the Best Option for Avoiding Probate
As Ambrose Bierce once darkly observed, “Death is not the end. There remains the litigation over the estate.” Obviously, ideally, when someone passes away, the paperwork and material concerns associated with the estate are so [...]