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Would your estate plan benefit from both a will and a trust? This is a question that we receive quite often from clients. The reality is that the answer to this question is something that will depend on several different circumstances. In order for you to make the...

For the majority of people, their estate will consist of a mix of assets. There are many people who simply have bank accounts while there are countless others who have not only the standard bank account but also have retirement accounts or real estate investments. If...

Considering life insurance in estate planning is an important aspect that can provide valuable financial protection and benefits to your loved ones after you pass away. Life insurance can complement your estate plan in several ways: Financial Security for...

An attorney can play a crucial role in helping you reach your estate planning goals by providing expertise, guidance, and personalized solutions tailored to your unique circumstances. Here are some ways in which an attorney can be invaluable in the estate planning...

Strategies for avoiding will conflicts and maintaining family harmony involve proactive measures aimed at fostering open communication, addressing concerns, and ensuring everyone's understanding and acceptance of the decisions made in the will. Here are some key...

A trust is a legal arrangement that can provide a powerful tool for securing your children's future. By establishing a trust, you can protect and manage assets on behalf of your children, ensuring that their financial well-being is safeguarded. Here's how a trust can...

Avoiding the need for guardianship or conservatorship is a crucial aspect of estate planning that allows you to maintain control over your affairs and preserve your autonomy. Guardianship and conservatorship involve the court appointing someone to make decisions on...

An Accumulation Trust is a type of trust that allows the income generated by the trust assets to be accumulated within the trust rather than immediately distributed to the beneficiaries. Instead of receiving regular income payments, the income is reinvested, giving...

A family member can serve as an executor or trustee for your estate plan. An executor is responsible for managing your estate after your death, including distributing your assets to your heirs according to your wishes. A trustee, on the other hand, is responsible for...

A humorist, Will Rogers, in the 1930s took aim at a couple of his favorite topics saying: “the only difference between death and taxes is that death doesn’t get worse every time that Congress meets.” For decades, I have joked about my idea for an advertising campaign:...