ShareMany people use the terms “will” and “trust” interchangeably, but these documents are very different. In many cases, it’s wise to set up both a will and a trust as components of a comprehensive estate plan. What is a will? A will is a legal document that names who you want to receive your property […]

ShareChoosing the right trustee to manage your assets is one of the most important steps in estate planning.

ShareA trust is a legal document that allows a third party, or trustee, to handle your assets in the event of death or incapacity. Why do people set up trusts? People set up trusts to help manage their assets during their lifetime and after death. In the event of death, trusts make sure that your […]

ShareSpecial needs trusts offer a solution for those who want to provide assistance to someone with special needs, while maximizing the benefits of government programs. Living with special needs involves many challenges to ensure proper care. Predicting medical expenses and evaluating resources for long-term support can be tricky and overwhelming. Regardless of age, a family […]

ShareAn estate plan defines who you want to manage or receive your assets in the event of your incapacity or death. Did you know that “estate” is a Middle English word derived from the Latin term for status? Since the 13th Century, this archaic word has been used to describe a person’s social standing or […]