Minors

Fall is Time for Estate Planning

Fall is Time for Estate Planning

Our long, hot summer is now over and while we look ahead to the holidays,  it is a good time to think about your future and, if you have children, their future. Do you have a Will? Does your Will reflect your current family situation? Have you already planned for the…

Choosing the Executor, Trustee and Guardian for your Estate Plan  

When starting the Estate Planning process, I ask clients to think about their “People of Interest” and alternates.  We discuss the roles of Executor, Trustee and Guardian and the qualities the persons serving these roles should possess. The Executor is the person named in a Will who will follow the instructions…

Trusts vs Wills, which do you need?

Trusts vs Wills, which do you need?

You may have heard that trusts are better than wills, or vice versa. Both estate planning tools are used to distribute assets and property, and each has its advantages and disadvantages. Some of the differences between Wills and Trusts are highlighted below: Privacy: Once filed with the county probate court, a Will becomes…