FAQs

WHAT IS A WILL?

1. What is a Will and who needs a Will? A will is a legal document that states how your properties and assets will be distributed if you pass away. As soon as you get married, have kids, or start to accumulate assets it is important to get a ...

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WILL

              A will may be the most cost effective estate planning instrument on the front end.  Wills save money, trouble and time even when there is not much estate to ...

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IRREVOCABLE TRUSTS

              Irrevocable trusts are not for everyone.  Irrevocable trusts are used to protect assets, or save on taxes.  That means that they are usually somewhat complex and must ...

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ESTATE AND TRUST PLANNING

   Ways to Avoid Probate Name survivor payees on accounts Life Insurance Pre Paid Burial Contracts Life Estates Trusts   Survivor Beneficiaries:  Plus:  Easy to do.  You just have to do it. Minus: Will not ...

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CONSERVATORSHIPS: WHEN AND HOW

              One day you may have a client sitting in front of you telling you about someone who is making terrible decisions and asking what they can do about it.  The answer you give ...

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NURSING HOMES

              People live longer into infirmity now more than ever before.  According to the US Census Bureau only the dependency ratio for older adults was 11 percent in 1940.  In ...

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