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Blog posts to stay educated and up to date on all things estate planning.
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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
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.
Whom Should I Name as My Executor
The person (or persons) you name as an Executor is responsible for ensuring that your estate is distributed and allocated according to your wishes after you pass away.