articles

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The Importance of Trust Funding
Many of our clients choose to create an estate plan that includes a Revocable Living Trust. They choose a trust rather than relying on a will, beneficiary designations or joint ownership as part of their estate plan because they want the cost and time...
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Rumor Has It…The Truth About Probate, Wills & Trusts - Part 2
I saw a post on Facebook a couple weeks ago giving legal advice about how to avoid probate. This was one of those posts that was acting like a PSA to encourage people to get their affairs in order. I wholeheartedly agree that every adult should take steps...
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Rumor Has It…The Truth About Probate, Wills & Trusts - Part I
I saw a post on Facebook last week giving legal advice about how to avoid probate. This was one of those posts that was acting like a PSA to encourage people to get their affairs in order. I wholeheartedly agree that every adult should take steps to get...
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Goodbye 2022 and Hello 2023!
One great aspect about the beginning of each new year is the opportunity to reflect on your life last year and CHOOSE how you will set yourself up for success in the next year. This can be a combination of selecting elements from the previous year that...
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Talking To Your Family Over The Holidays
As we get together for holiday celebrations this month it can be a good time to talk with your family about your estate plan, healthcare decisions or where you would like to live as you age. Sometimes these can make for meaningful conversations but there...