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Wills Versus Trusts

There is a lot of confusion regarding Wills and Trusts. Is one better than the other? How can you avoid probate? Can you have a Will with a Trust? Can you have a Trust with a Will? Do you need both?  Let’s start off by discussing what each document is. A Will is a...

Why Wills Are Essential

There is a lot of confusion about what happens legally when a person passes away.  Some common questions I hear are:  Do you need a Will?  What does a Will do?  Does a Will help you avoid probate?  What is probate?  Does the state get all of my assets? It is important...

Estate Planning Essentials

Estate planning is the process of planning for death or incapacity through documents such as Wills, Durable Powers of Attorney, and Living Wills.  Estate planning is an essential task that all adults should do because it allows a person to have control over their...

TOP 10 QUESTIONS:  ESTATE PLANNING

What is Estate Planning? Estate planning is the process of planning for death or incapacity through documents such as Wills, Durable Powers of Attorney, and Living Wills. What are the most important documents to have? The 3 mains documents everyone needs, no matter...

Tips for Choosing Beneficiaries

Choosing beneficiaries to receive significant sums of money from life insurance, pensions, IRAs, and others is an important decision. Here are some factors to consider when deciding who should be your beneficiaries: Choose someone you trust enough to give a...