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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 […]