What is Probate and Why You Want to Avoid It

A Will must be probated, therefore, making it available to the public. Are you curious what Jacqueline Kennedy Onassis or Elvis Presley did with their fortune? How they dispersed their assets? Shockingly, it is simple to find out how their fortune was divided up because both used a Last Will and Testament in their estate plan.  A Will must be probated, therefore, making it available to the public. Probate is the legal process normally required

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?”

Advantages to Utilizing a Revocable Trust in Your Estate Plan

A critical piece in one’s estate plan is the disposition of assets upon death. This can be done through a last will and testament or a revocable trust, which is referred to as a “will substitute.”  When a revocable trust is utilized, it is the governing instrument as to where assets go, and it does have some advantages over a will. A revocable trust provides more privacy than a will.  When someone dies, his or