Why You Need a Trust

Why You Need a Trust

Here’s the basic idea behind trusts, to help you understand why you might or might not need one. What is a Trust? Think of a trust like a treasure chest. You originally bought property or earned money in your own name. You then transfer those assets into the trust’s...
Why Having a Living Will is Important

Why Having a Living Will is Important

A living will is an essential document that lays out your preferences for life-sustaining medical treatment.  It is often accompanied by a health-care proxy or power of attorney, which allows someone to make treatment decisions for you if you are incapacitated and the...
Make Sure Your Financial Information Is In Order

Make Sure Your Financial Information Is In Order

Preparing and organizing your financial information for when you are no longer capable will bring peace of mind to you today and relieve your loved ones’ burden in the future. It will ensure proper management of your financial situation and afford control over...
Prepare a Letter of Instruction For Your Estate Plan

Prepare a Letter of Instruction For Your Estate Plan

Whether you currently have an estate plan in place or are starting from scratch, a letter of instruction (LOI) is an important part of any comprehensive plan. A letter of instruction can help your loved ones manage important information about you. A LOI conveys your...
Planning Ahead For Children With Special Needs

Planning Ahead For Children With Special Needs

Estate planning requires specialized planning especially when you have a child with special needs. Looking to the future as to how your child will be able to function in the world as they age is particularly tricky to assess. What is the child’s long term prognosis...