Yes. You Should. You should have one of them. Foundational estate planning, meaning the very minimum estate planning everyone should have (before ever thinking about irrevocable trusts, charitable trusts, life insurance trusts etc.,) comes in only two flavors. Will-based planning or Trust-based planning. Pick one. Figuring out which one is the right one for you, […]

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February is the time of love and the harbinger of spring. The grass begins to turn green; the tree buds are starting to form; and the birds are beginning to return. This may be the best time of year to engage in the process of estate planning. I have some observations about why: 1. New […]

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