by admin | Oct 30, 2013 | Beneficiaries, Trusts
Many of you who have been asked by a family member of close friend to serve as the trustee of a trust are honored that the trust owner feels confident in relying on their good judgment to undertake this important responsibility. And it’s very likely you have no idea...
by admin | May 8, 2013 | Trusts, Wills
A will is one of the most basic estate planning documents, and everyone should have one to make sure that there is no question about what would happen to your assets and kids if something happens to you. But there are some cases when having a trust in addition to a...
by admin | Jan 6, 2013 | Trusts, Wills
In this article I will explain the difference between a Will-based plan and a Trust-based plan so you can make an educated decision for your family about what is best for you and, ultimately, for them. A Will-based plan is an estate plan that does not include a Living...
