Do You Need A Trust for Your Estate Plan?
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?
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...
Should I Use a Form for my Will or Trust?
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 —...