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To Trust or Not to Trust

One of the most common questions I’m asked is “Do I need a Trust?”  There is not a one size fits all answer to that question.  Some people it is very clear and recommended. However, most people are in a gray area as to whether they need one.  A Trust is rarely a bad...

Estate Planning Post COVID

Although COVID is not ‘over’, we have for the most part, been able to adapt and get back to ‘normal.’  COVID was a huge life disrupter for some of us, but not all of the consequences have been bad, especially in the estate planning world.   Realizing the Importance of...