People often come to my office, recognizing the terms “trust” and “will,” but without a clear understanding of their differences. Learning more about these documents – and how they differ and how they can complement each other – will help you build a better estate plan for you and your family.
Are Your Digital Assets Protected? Don’t Overlook This Important Piece of Your Estate Planning Puzzle The concept of estate planning has always been pretty straightforward: by “planning” in advance, you can ensure your assets are protected should you become incapacitated, and later distributed in accordance with your wishes after you’re gone. Of course, the…
In case you haven’t heard… now is a great time to ensure you have an up-to-date plan in place to manage risks and ensure your wishes are honored if you become unavailable for any reason. Does your estate plan identify the people in your life that you trust have the skills, availability, objectivity and fortitude…
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