What Estate Planning Documents Do I Need?

Posted on Aug 13, 2015

Working with clients over the years we have come that realize that a large portion of the value we provide to clients is preparing them for the questions that they do not know to ask, are afraid to ask, or are too busy to address.  Did you know that 66% of the adult population and 59% of baby boomers do not have a Will?  In addition, 70% of adults have no healthcare directive proxy, living will or advance healthcare directives. One of the most important tasks we address and help clients tackle is their estate planning.  Our estate planning work with clients goes further than the numerous...

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A Guide to the Living Trust

Posted on Apr 11, 2013

Contents (click to jump to a section): I. What is a Living Trust, history of the Living Trust, And who should have a Living Trust? II. Advantages of using a Living Trust III. Disadvantages of a Living Trust IV. Is a Living Trust all I need? V. Types of trusts VI. Frequently asked questions VII. The Probate process VIII. Definitions and commonly used terms IX. Legal Disclaimer What is a Living Trust? A living trust is a legal document created by you during your lifetime. Just like a will, a living trust spells out exactly what your desires are with regard to your assets, your dependents, and...

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