What is Probate?
Probate is name for the legal process used to properly administer and distribute the assets of someone who has passed away. It is used to settle the financial matters of a deceased [...]
Special Needs Trusts
During this Autism Acceptance Week, let’s take a little time to talk about special needs trusts. A useful planning tool for anyone with a disabled family member or living with a disability, [...]
What is a Will? Should You Rely on One or Not?
Should we be relying on wills? Are they worth the effort and cost to create? We can generally agree that it’s better to have a suitable and legally valid will in place at the time of our [...]
Failing to Plan is Planning to Fail
Day 3 of Estate Planning Awareness “Failing to plan is planning to fail.” It’s been said so many times, about so many topics, it couldn’t be more true when it comes to [...]
Estate Planning Awareness Week (2022)
Day 1- Monday, October 17, 2022 Estate planning is important if you want to save your loved ones from having to endure avoidable hardships which may arise from your death or incapacity. If you [...]
What is a Trust?
What is a Trust? A trust is a contract that establishes a legal relationship of trust (i.e., a fiduciary relationship) between an owner of an asset and a party empowered to manage the asset [...]
