Will vs. Trust – Which One Do You Need?

A Will and a Living Trust are two (2) separate and unique documents.  Consequently, there are several differences between them.  The most important difference is how these documents relate to Probate, which is the Court administered process by which the decedent’s...

Trust Amendments – What Are They?

A Trust Amendment is a legal document that changes specific provisions of a Revocable Living Trust but leaves all of the other provisions unchanged. A Revocable Living Trust is a legal contract between the Trust’s maker, called the Settlor or Grantor, and the Trustee,...

Where Is Your Will?

You’ve had your will (or living trust) drawn up and have checked that task off of your “to-do” list.  Where is it?  Who knows where it is?  And the same questions can be asked about your Power of Attorney, your Advanced Directive, Living Will and HIPAA Waiver. We...

Six Critical Steps For Protecting Your Assets and Your Loved Ones

Want to ensure your valuable assets are protected and your wishes are followed if you die or become suddenly incapacitated? Don’t forget these six crucial steps: Prepare your estate plan Remember, a complete plan includes not only a will or trust, but also the power...

Holiday To Do List

We know you don’t need to add to your holiday To Do list but when is there a better time to be thinking about your family’s future?  Creating a Will could be the best gift you give them.  A Will allows you to determine how your assets are distributed and who is going...