Estate Planning
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Learning From Mistakes
It has been a great year at the firm. Thousands of clients helped, great teamwork,…
Why do I need a Will if I have a Trust?
I had this question from a client the other day. We were signing a trust…
You’ve been named Trustee what do you do now?
Whenever a trust is created, the creator of the trust, also known as the “Grantor,”…
What happens if I pass with a Will?
Wills can be great tools to ensure that your wishes are carried out after your…
What is a Life Estate Deed (LED)?
Life estate deeds can help protect a home and avoid probate. However, it is important…
Accelerated Death Benefit
So, what is an accelerated death benefit? Most people I have talked to have…
Classic Car Trusts: Protecting Your Passion.
I was walking to a coffee shop today and saw this car driving down the…
So You’re an Heir…
The passing of a loved one is always a difficult time for the family. The…
Is Life or Long Term Care Insurance Right for You?
There are all sorts of ways to insure your life or possibly pay for long…