Do You Need a Trust?

Estate Planning, Trust

Before addressing (in future posts) the reasons a trust can be extremely helpful, it may be helpful to know some reasons that people are told they should have a trust . . . but which may not be true. People are sometimes told to have a trust to avoid probate. Most...

Don’t Take This Risk

Estate Planning, Wills

Every adult should have a Will, especially upon becoming a parent. If you have children that are not of adult age, a Will is that much more important. It is the document that allows you to name who you choose to serve as guardian should you pass away first. Some...

Should I Use a Form for my Will or Trust?

Estate Planning

An effective estate plan should be as simple as possible, so long as it carries out your wishes. However, some want you to believe that you need only purchase their “form” to have an effective estate plan. Using this form, you are told, will save you money and —...

Do I Need a Will or a Trust?

Estate Planning, Trust, Wills

Most people understand the basic purpose of a Will. It is the document that describes who will receive their assets when they die. A Will may be sufficient to address the wishes of many people. However, in many cases, a Will may not be sufficient to address specific...

What is a “DNR” and Should I Have One?

Frequently asked questions

My clients often hear how important it is to have a Living Will as part of their estate plan. If death is imminent because of a terminal condition, and a doctor certifies there is no chance of recovery, a Living Will is the document that allows you to declare if you...