by Rebekah Williams | June 10, 2020
If you are a new mom…now is the best time to prepare and execute your estate plan. Estate planning is often one item that gets pushed back on nearly everyone’s to-do list. The reasons you might be delaying vary: lack of time, not thinking you have enough assets,...
by Rebekah Williams | June 8, 2020
Everyone wants to protect their families, even after they pass away. That’s the purpose of estate plans. But how do you know if the plan you have in place will actually be effective? The first step is understanding the difference between a will and a trust....
by Rebekah Williams | May 14, 2020
irrevocable trusts A life insurance trust is a form of irrevocable trust that invests the proceeds of a life insurance policy into a trust with designated beneficiaries. Most life insurance policies are owned by the insured. The money is paid when the insured dies,...
by Rebekah Williams | May 11, 2020
There is no question that a Living Trust allows you to avoid probate – if, of course, the Trust is properly drafted and funded. But does this mean a Living Trust is more cost-effective than a Will? Many of our clients just want to know…which one costs more:...
by Rebekah Williams | May 6, 2020
What are the common myths of a living trust? Many people misconstrue common knowledge with actual myths. Keep reading below to learn the five common myths I encounter in my estate planning consultations with new clients. But first, what are the benefits of a living...
by Rebekah Williams | May 5, 2020
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...
