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October 19, 2017

If you are thinking about an estate plan, an initial question may be whether you should use a will or a trust.  These are two different documents.  Because both documents explain how you want your assets distributed after you pass, there is confusion that they are near...

October 18, 2017

It is easy to put off making an estate plan with a will or trust, and young, healthy individuals may see it as a low priority.  However, estate planning is not just for the rich or aging, since it allows you to control your assets, healthcare and decision making at any...

September 15, 2017

When making an estate plan, grandparents are often concerned about including their grandchildren.  This is both a personal and financial choice with several available approaches, and may depend on whether the grandchildren’s parents are still alive.

Here are a few point...

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