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Estate Planning Tips, Tricks, and Breaking News
The DIY Estate Plan: The “Do it Yourself” Plan Might Just Cost You More Than You Expected
Ok, nobody loves a DIY project more than I do! From hanging wallpaper to refinishing furniture, I’ll tackle it all (and I have all the tools!). But even I know there are just some tasks better left to an expert. The same goes for estate planning. Everyone knows that the...
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What’s the difference between a Will and a Trust?
The most common – and usually confusing – question clients have asked during my 20+ years of estate planning experience is: “What is the difference between a will and a trust?” But also, “Are a will and a trust the same thing?” and “Does it matter whether I have a...
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How To Involve Your Family In Your Estate Plan
When deciding your estate plan, there are many things you have to think about. Choosing the right plan, executing and organizing the documents, and meeting with your attorney are all part of the job of planning what will happen to your estate. But one thing that is integral to the process...
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Should I Have A Will Or A Trust In My Estate Plan?
There are many different ways to prepare for your future with your estate planning attorney. There are many different types of documents, plans, and decisions that you have to make when deciding how you want to distribute your estate. When looking at the options and deciding what estate plan is...
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