Educational Insights on Estate Planning Basics.
13 articles
General Information and FAQs on Revocable TrustsGeneral Information and FAQs on Revocable Trusts - Learn the Who, What, When, Where, and Why!
Trust-Based Estate Plans vs Will-Based Estate Plans: Deciding Factors Your Clients Should Consider
HEMS: A Simple Guide
Per Stirpes vs Lapse (aka Per Capita): What’s the Difference?
Multiple Trustees Acting TogetherA review of the advantages and disadvantages of multiple trustees working together.
Immediate vs Springing Power of Attorney
General Information and FAQs on WillsGeneral Information and FAQs on Wills - Learn the Who, What, When, Where, and Why!
Testamentary Trusts within Will-Based Plans
Transferring WealthA transfer wealth and the potential creation of generational wealth- How does Estate Planning help accomplish this?
General Information and FAQs on ProbateGeneral Information and FAQs on Probate - Learn the Who, What, When, Where, and Why!
Various Types of Trust Documents
What is a DNR? What are the Pros and Cons of Having One in Place?
Digital Assets