by Victoria S. Jones, Esq. | May 1, 2023 | Trust
Trusting your Trustee (or Personal Representative) can be one of the hardest parts of setting up your Estate Plan. You want to make sure that it’s someone who is financially responsible, organized, and will carry out your final wishes. Typically you are the Trustee...
by Victoria S. Jones, Esq. | Apr 3, 2023 | Education, Estate Planning, Living Will, Trust
I am often asked how often a client should review their estate plan. I recommend (and offer) a complimentary review with existing clients every two years – definitely every five years. Often, however, we go through the process of planning, creating, and executing our...
by Victoria S. Jones, Esq. | Mar 20, 2023 | Education, Estate Planning, 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...
