Estate Planning for People Under 40

Are you under 40 and not sure about estate planning? Or where to begin? No one likes to think about estate planning, but it’s important for adults of any age to have their affairs in order, especially if you have family or loved ones. As the old saying goes, “hope for...

Do I really need a Trust?

Although many people equate “estate planning” with having a will, there are many advantages to having a trust rather than a will as the centerpiece of your estate plan. While there are other estate planning tools (such as joint tenancy, transfer on death, beneficiary...

Do you need a Will or Trust?

You may be wondering whether to use a will or trust in passing along your assets. There’s a common belief that using a trust can give you a break on estate taxes, but it’s not necessarily the case. What are the significant differences between these two...

LGBTQ and Estate Planning

If you are part of the LGBTQ community, now is the perfect time to get your estate planning in order. You, just like every other person in our community, should plan your estate so that you and your loved ones get to decide how your assets are distributed. Important...

Autism and Special Needs Trusts

According to the Centers for Disease Control, autism affects an estimated 1 in 54 children in the United States today. This means there are many children out there whose families should consider estate planning such as Special Needs Trusts. After a diagnosis, the...