Do I Need A Will Or A Trust?

Do I Need A Will Or A Trust? That is one of the most common questions I am asked. The problem is that is the same as asking if you should turn left or right without saying where you are or what your destination is. In fact, those are typically my first two questions in an initial meeting. First: “What is your goal? And second: “Where you are in life and what do you have?”

Probate – What you don’t know can hurt you!

When you die or become unable to manage your own affairs, the stuff you leave is called your estate. To direct what will happen to your estate, you need to provide some instructions, which is your estate plan.  Contrary to what most people think, you cannot simply rely on someone you trust to do what you would want, because legal ownership needs to be transferred officially to the new owners/ heirs.  The legal transfer process