eLegacy Library
Blog posts to stay educated and up to date on all things estate planning.
Videos
Wills vs Trusts
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Asset Protection
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Revocable Living Trusts
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Estate Planning
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Video – Our Process
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Articles
Nosy Neighbor Nellie Can Find Out About Your Probate. Really?
Keep your affairs private with an Estate Plan that protects your estate from public record snoopers. Key Takeaways: Probate is not private; it makes your estate a matter of public recordCharities, Will challengers, and financial predators can...
Who’s on Your Estate Planning Team?
5 advisors you should trust when putting your affairs in order Key Takeaways It takes a team of experts to craft a comprehensive Estate PlanThat team should include an Estate Planning attorney, financial advisor, insurance professional, accountant...
Wills vs. Trusts: A Quick & Simple Reference Guide
You may have a Will, but that’s no guarantee your wishes will be carried out. Confused about the differences between a Will and a Trust? If so, you are not alone. While it is always wise to contact Estate Planning experts like us, it is also...
Blog Posts
What Estate Taxes Will I Have to Pay
As you might imagine, fully understanding estate taxes – or any taxes – can be challenging.
Can I Put My Home in a Trust if I Have a Mortgage
One question that often arises when we recommend a Trust is whether you can transfer your home into a Trust if you still have a mortgage.
Why is a Will Necessary as a Backup to a Trust
When you understand and appreciate the benefits of using Trusts, it becomes easier to see how Trusts have several advantages over Wills as testamentary documents.