Let me tell you about Polly McMittens. Polly wasn’t your average cat—she was more like a tiny, furry gangster. Fierce, mean, and unapologetic, she roamed our neighborhood like it was her personal kingdom, dominating everything (and everyone) she came across. No snake dared to slither across her domain, and no neighborhood dog left our yard without a few new claw marks (sorry neighbors!). Oh, and did I mention her secret underground lair? Yes, [...]

Picture this: You’ve spent over four decades building a life with your spouse. You worked hard as a team, raised kids together, and built a comfortable future. But after your spouse passes away from cancer, you meet someone new—someone who’s warm, understanding, and maybe even likes cheesy 80s movies as much as you do. So, you marry again. But then, one day, you unfortunately pass away, and your hard-earned assets —your home, your [...]

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 DIY approach can save a few bucks in the short term (and did I mention I’m cheap? I like a bargain too!). After [...]

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 will or a trust?” No matter the question, comparing these two estate planning tools can be confusing! So let’s get to adulting, tackle [...]

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 is often the one reason you want to plan in the first place: your family. Even though you’re in the director’s chair it [...]

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 best for your situation, you may find yourself wondering: what is the difference between a will and a trust? How do I decide [...]