What if both you and your spouse die in the same tragic accident? While most of us would prefer not to think about these possibilities, it is much easier to plan for them than you realize. Trusts avoid conservatorship; wills don’t. You may want to list different benefi...

If the estate tax is no longer a concern, it doesn’t mean that clients shouldn’t still undertake to do planning. Far from it! Why? Because mental disability can strike at any time, and assuredly we will all die at some point, proper estate planning can eliminate the...

More than ever, we are reminded that life is uncertain and we never know what could happen to us and when, even if we are simply enjoying an outdoor concert. In light of recent events, the importance of having an up-to-date estate plan takes on a renewed significance.

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5 Reasons You Should Have A Trust

August 24, 2017

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