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The Importance Of Keeping Your Will And Trust Up-To-Date

The Importance Of Keeping Your Will And Trust Up-To-Date

Why Updating Your Will and Trust is Essential for Your Family's Future Creating a comprehensive estate plan takes a lot of time and effort, and once it's complete, you'll feel a tremendous weight lifted from your shoulders. Securing your legacy is a huge...

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Understanding A Trust After The Grantor Passes

Understanding A Trust After The Grantor Passes

Establishing a trust as part of the estate planning process is a great way to save money for you and your beneficiaries. Trusts provide a range of protections including privacy, taxes, and especially protection from the probate process. However, a trust doesn’t just...

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A Modern Approach To Estate Planning

A Modern Approach To Estate Planning

Long gone are the days of white picket fences and nuclear families. Today, you can expect a colorful array of blended families with unique personalities and even more unique needs. As the “newer” generations begin to age – that’s right, many millennials are in their...

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Gifting And Your End-of-year Estate Plans

Gifting And Your End-of-year Estate Plans

As the holiday season is in full swing you may be considering what gifts to give your family members. However, there have been many changes this year that could make it possible for you to give the gifts you want without having to worry about some of the tax...

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Do I Need A Trust In My Estate Plan?

Do I Need A Trust In My Estate Plan?

Basic estate planning usually begins with a will. Unfortunately, wills are not usually sufficient by themselves. For people who want the least expensive, fastest, most private way to get things to their loved ones, a will is almost never the correct tool for the job....

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Estate Planning FAQ

Estate Planning FAQ

How much money creates an “estate” so that I need an estate plan? Your estate is the sum total of everything you own. There’s no minimum amount to have an estate so EVERYONE has one. And everyone should have a plan to specify who gets what they’ve worked so hard for....

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