Tag Archives: trusts

Don’t Let Estate Planning Scare You This Halloween

Estate planning is sometimes thought to be a scary process.  Right up there with purchasing life insurance or having a root canal.  But almost all of my clients breathe a sigh of relief when they have completed the process saying … Continue reading

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Estate Planning Myths

There are many mistaken beliefs by the populace when it comes to wills, trusts and probate.  I hear some of them when I meet with clients.  But more often I hear these particular myths when speaking with people who don’t … Continue reading

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Estate Planning for your Vacation Home

If you own a vacation home, it may have great significance to you from a personal, family, financial and emotional perspective.   How and whether that home will be passed on to others is a serious concern that can result in … Continue reading

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Estate Planning For Singles

If you are single and not financially responsible for anyone else, having an estate plan might not seem critical. Nonetheless, estate planning can ensure that your wishes are followed both before and after you pass. One element of an estate … Continue reading

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