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wills & trusts Archives

Should you have a will or trust?

Knowing the difference between a will and trust is important to protecting the people you love. While a will dictates what you'd like to see happen after your death, a trust does more to protect your assets and specific requirements you want people to fulfill.

Tips for estate planning discussions on Memorial Day

The Memorial Day weekend is just over a week away. It is widely recognized as the beginning of summer and families traditionally get together to celebrate. If there’s one thing about family gatherings, a lesson will be learned or secret will be revealed that may change the family. Despite the drama that can come out when family gets together, it is a unique opportunity to find out how to pass on wealth and legacies.

Best times to update an existing will

It is never fun to sit down and think about the fact one day you will pass away. However, that is precisely what you need to do when you create a will. Unfortunately, many Americans forego a will because they either forget to do so or do not want to have difficult conversations. Reports suggest less than half of American adults actually have some kind of will.

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