How Long Should You Keep Important Documents?

In a society dominated by paperwork, the question of how long to hold on to important documents has been baffling for most people. We especially worry about documents of a financial or personally identifying nature. People who worry about losing something important...

Do You 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...

Who Planned Your Estate?

Have you spoken with an estate planning attorney before? Have you ever gone online and created Powers of Attorney, Advance Healthcare Directives, or maybe even a Revocable Living Trust? What happens if you don’t have any estate planning documents? If you have not...

How to Choose a Trustee

When you establish a trust, you name someone to be the trustee. A trustee manages and administers the trust. The job includes – collecting income, paying bills and taxes, saving and investing for the future, buying and selling assets, providing for your loved...

A Trust for Your Best Friend?

Why Every Pet Owner Needs to Consider a Pet Trust Today Estate planning is about protecting what’s important to you. Although much of the traditional estate planning conversation focuses on a surviving spouse, children, and grandchildren, many pet owners wonder about...