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Posts tagged "Wills & Trusts"

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.

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