Do I need a trust?

When you’re doing your estate planning, you may find yourself wondering if you need to include a trust. This is a different type of financial tool than just using a will. It allows you to create a separate trust that you fund with assets from your estate. You can do a...

read more

Is it too early to make an estate plan?

Having an estate plan is something that not many people consider. In fact, it may be why nearly 60% of Americans do not have an estate plan. Estate plans are not just something that only extremely wealthy people need. The truth is that everyone can benefit from an...

read more

The importance of estate planning

While no one wants to consider the end of their life, taking proactive steps via estate planning can provide peace of mind for your family members. A will documents your wishes and objectives at the end of your life. Putting off without a plan in place and...

read more

How to avoid probate

The probate process is fine for some estates, but you may find it helpful to put together an estate plan that lets you avoid it. Probate can sometimes last months or even years, during which time your assets become entangled and unavailable to your heirs.  CBS19...

read more

When should I begin estate planning?

Planning an estate can be a daunting task. You may even feel that it is something you can put off for a while without any negative consequences. However, unexpected events can happen in the blink of an eye, which is why it is crucial to prepare for problems before...

read more