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Daily Estate Planning Tip

If you go through the time and expense to establish a Revocable Living Trust, be sure to “fund” the trust. Too many times individuals think the trust itself will assist in “avoiding probate” and we end up needing a full probate administration or have to establish a guardianship during the client’s lifetime due to the […]

What is Estate Planning?

What is Estate Planning? Estate planning means much more than preparing a Last Will and Testament or tax planning for the disposition of your assets upon your death. Estate planning is the process of accumulating and disposing of an estate to maximize the goals of the estate owner. The goals of estate planning typically include […]