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Category: Trust

Wills and Trusts for Families and Couples

Couples and families do not usually go to a lawyer to have a will or trust done since it is complicated or they believe that they do not need it. However, if you have an estate plan in place, you will have peace of mind knowing that your loved ones will not be burdened by…Read More

End of Year Review of Your Estate Plan

As 2024 ends, it’s a perfect time to review your estate plan to ensure that it aligns with your current circumstances and goals. Reviewing your estate plan can also help you make appropriate changes that will maximize the effectiveness of the estate plan while making sure your loved ones are protected. Reviewing Your Beneficiaries A…Read More

Pet Trusts: Caring for your Pets After You Pass

Pet trusts have become increasingly important as more and more people consider pets as part of their family. Read on to learn about the growing popularity of pet trusts and how to include your furry friends in your estate plans. Pet Trusts on the RiseAs people are less likely to have children, pets are gradually…Read More

Healthy Aging Month

This is the time to focus on health – both physical and mental – and to consider how you can improve your life and your quality of life in September, which is Healthy Aging Month. There are four major areas that people should pay attention to: Diets, exercises, and mental health. However, it is especially…Read More

Preparing Your Young Adult Children

Think back to when you were young and excited to become an adult. Perhaps you were looking forward to going to college, traveling without your parents, or simply experience new things on your own. Just as you felt excited to live and experience through many milestones, your children may be itching to do the same….Read More

Protect Your Digital Assets: A Vital Aspect of Estate Planning

In today’s digital age, estate planning isn’t just about physical assets and investments—it also encompasses your digital footprint. Whether it’s financial accounts, social media profiles, or sentimental digital content, these assets need careful consideration to ensure they are properly managed and protected after you’re gone. What Are Digital Assets and How to Define Them? Digital…Read More

Estate Planning for Divorced Families

Divorce is not easy. Among the vast amount of change you go through, managing your estate plan is a fairly big one. Because your needs, wants, priorities and goals change during this time, it is essential to adjust your estate plan to reflect these changes. Read on to learn how to update your estate plan…Read More

LGBTQ+ Life & Estate Planning

Estate planning is critical and essential for all couples including LGBTQ+ couples. While there isn’t a vast difference in the process of drafting estate planning documents between heterosexual couples and LGBTQ+ couples, same-sex couples face unique challenges when dealing with estate plans and end-of-life care and may need to review their current documents. Here are…Read More

Who needs a trust?

Before we consider the need for a trust, it’s important to understand exactly what a trust is.  A trust is a legal document that is formed between two or more parties where one person, who is called a trustee, holds property on behalf of another, called a beneficiary. More specifically, a trust is created when property…Read More