Are You Prepared for the Threats to Your Estate?

Asset Protection, Estate Planning

A trust is a very effective way to maintain control over your assets, even after your passing.  Although a will can ensure your assets go to the people you want to receive them, a trust can help ensure those assets are protected from unintended results or misuse.  In...

Do You Need A Trust for Your Estate Plan?

Estate Planning, Trust

There are many situations in which a trust is useful.   For example, if you wish to avoid probate, a trust is very effective.  This is especially true if you own property in two different states. Probate is the process to ensure that property owned by a deceased...

What Does It Mean to Be of ‘Sound Mind’ When Signing Your Will?

Frequently asked questions

I recall meeting with a man who asked me if it was too late. I could not give him the assurance he wanted. His mother was a stroke survivor and recently had a serious fall. These are two of the most common reasons seniors need long-term care, and both can occur in an...

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...