What is a Trust and Why Might You Need One?

What is a Trust and Why Might You Need One?

You spend your life accumulating “stuff” – savings, a home, your favorite pieces of art, that timeshare in Mexico, even your cars. These things bring you joy and comfort and make up one small piece of the total you.  But what do you want to happen to those items when...
The Beginner’s Guide to Estate Planning

The Beginner’s Guide to Estate Planning

If we have one mantra we repeat with our clients regarding estate planning, it’s this: If you don’t make a plan for your estate, someone else will – and you probably won’t like it.  That “someone else” could be loved ones in the process of grieving, or even government...