Trust vs. Will: What’s the Difference?

Trust vs. Will: What’s the Difference?

Trusts and wills are both valuable estate planning tools used to transfer assets to heirs and beneficiaries. The primary function of these documents is to ensure your wishes are carried out in the event of incapacitation or death. Trusts and wills outline the terms in...
When to do an Estate Plan

When to do an Estate Plan

 You can’t predict the future, but you can plan for it. And when it comes to estate planning, there is no better time to begin planning than now.  If you are like most adults, estate planning may be low on your priority list. It is something that does not feel urgent....