Although many people equate an “estate plan” with having a will, there are many advantages to having a trust-based estate plan. While there are other estate planning tools (such as joint tenancy and transfer on death accounts, to name a few) only a trust provides comprehensive management of your property in the event you [...]
What Would Happen If Something Happens to You? When was the last time you thought about how to preserve your legacy or estate plan? When was the last time you asked yourself – “what would happen if I die or become incapacitated”? Have you asked yourself – “will my children be protected or will [...]
It’s a very busy and distracting time of the year with the fast-approaching holidays and, of course, the election that’s just around the corner. This time of year is always a great time to review any current estate plans you already have in place and with the upcoming election there could be some other [...]
How an Estate Planning Attorney Brings Your Parents' Legacy Full Circle In a recent Facebook post “Processes to go through with your parents before they die,” Daniel Schmachtenberger, founder of the Critical Path Institute, outlined seven simple exercises to use with your parents that can offer significant healing and completion for their life [...]
