Why Update Your Estate Plan?
The Spring holiday season is often a time for reflection, gratitude, and connecting with loved ones. As you gather with family and friends, you are reminded of what matters most in life. This period of connection also serves as a powerful reminder of the importance of protecting your family’s future. Once the decorations are put […]
Why Having a Will is Not Enough
A will is essential for every adult. However, a will does not prevent your estate from having to go through probate. To avoid probate entirely, you must have your assets titled to transfer in a way that avoids probate through survivorship rights, an on-death beneficiary designation, or placing the asset in a trust.
Is a Trust Right For Me?
Trusts are one of the most effective estate planning tools for preserving assets for heirs and avoiding the high costs and hassles of probate administration. A common myth we hear from clients is that “I am not rich enough to have a trust.” or “I don’t have enough assets for a trust.” Both sentiments can cause clients to overlook one of the most powerful wealth preserving tools available under our legal system.