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Ask an Attorney – When to do a Trust?

People want to “ask an attorney” all sorts of questions about their estate plan – it is a very natural response when they find out what I do. This is one of the reasons I love speaking to groups. It can be a group of business professionals, seniors, or a neighborhood association. I have spoken […]

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Difference Between Will and Trust – Pt 1

“Diane, what is the difference between will and trust?” This is one of the most frequently asked questions we trust and estate attorneys get asked! The differences between the two are significant and honestly, while this article is a handy reference for general knowledge, I advise you to check with a specialist before investing your […]

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Must Have Estate Planning Docs

First, if you have all your estate planning docs in order, Congratulations! Really quick though, please take a second and ask yourself, “Has anything changed since I had them drafted?” If not, you are likely good to go. Although before you click away, you may also want to ask yourself, “Would this info be helpful […]

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Ask an Attorney – Paranoia, Living Trusts & More

When people call me, wanting to “ask an attorney,” it is often about aging parents,  paranoid elders, living trusts, and power of attorney.  Below you will find answers to some of the more frequently asked questions. They may be of help to you or a friend. This is something most of us face. It can […]