Estate planning is an ongoing process, so it is not uncommon for those who are involved in planning their own estates to review their bequests regularly. While this can be done annually, semi-annually, or even quarterly, most people are encouraged to review their estate plans at least every three to five years, or whenever they […]

Family disagreements in contested estates are extremely common. While there isn’t really any way to guarantee that your estate won’t be contested after your death, there are several steps you can take to help prevent this outcome. For instance, talking about your estate plan openly with your family members can help avoid confusion and disputes […]

Wills and Trusts One of the best ways that we can help protect our assets and provide for loved ones is to create a will or trust. The former is a legally enforceable document in which individuals can state how they want their assets to be distributed upon their deaths. Trusts, on the other hand, […]

For decades a debate raged in legal circles about which documents were better – wills or trusts. Members of the public didn’t really know the difference, but there was a perception that trusts were more complicated and expensive – and were primarily for wealthy people. Those who favored trusts told the story of Ellen. When […]