Choosing between a will and a trust can shape your family’s future. Learn what to consider so your plan truly works. Read more…
Category Archives: Wills
It is National Make-A-Will Month, but a Will is Not Enough
Did you know that August is National Make-A-Will Month? Did you also know that a will is only one component of a proper estate plan? While wills are indeed a cornerstone of estate planning, they represent just one facet of a holistic approach that ensures the effective management and distribution of your assets according toContinueContinue reading “It is National Make-A-Will Month, but a Will is Not Enough”
What Is Probate?
What is probate? Probate is the court-managed process of settling an estate. The court oversees the process from start to finish. First, the court will review the will, if there is one, and appoint a personal representative(person who has authority to act on the estate’s behalf). Second, the personal representative must file accountings to theContinueContinue reading “What Is Probate?”
Do I Need a Trust or Is Just a Will ok?
The best answer is: it depends. A trust is a wonderful tool that brings a lot of peace of mind, but it may not be right for your individual situation. What is a trust? A trust is an entity that holds assets for your benefit and the benefit of beneficiaries. The trust document defines theContinueContinue reading “Do I Need a Trust or Is Just a Will ok?”