A few weeks back, I had a heart-to-heart with a financial planner who's been sending clients my way for quite some time. In our recent chat, he mentioned the need for asset protections within a trust for a potential client he was planning to refer to me. He brought up...

When it comes to estate planning, there are many options available, including online templates that promise a quick, easy, and cost-effective way to create your will, trust, or power of attorney. While these online tools might seem convenient, they often come with hidden risks that could leave you and your...

When planning your estate, choosing between a will and a living trust can be confusing. While both serve to distribute your assets after death, they have important differences. What is a Will? A will is a legal document that outlines how your assets should be distributed after you pass away....

When deciding your estate plan, there are many things you have to think about. Choosing the right plan, executing and organizing the documents, and meeting with your attorney are all part of the job of planning what will happen to your estate. But one thing that is integral to the process...

There are many different ways to prepare for your future with your estate planning attorney. There are many different types of documents, plans, and decisions that you have to make when deciding how you want to distribute your estate. When looking at the options and deciding what estate plan is...