Tag Archives: trusts

When to Update Your Will or Trust

Friends often ask me whether they need to update their Will or Trust. Or the other side of that is the people who just don’t want to be bothered and say, “We already did our Wills” or “We already have … Continue reading

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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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