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 […]
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.