What Makes a Valid Will?

You may have heard of Wills, you may even know that you need one, but do you know what makes a Will valid? Why Valid Wills Are Important. Your Last Will and Testament (“Will”) determines how your property is divided when you die and who gets what. Having a Will is one of the most [...]

By | 2018-06-16T21:25:09+00:00 September 4th, 2018|Uncategorized|0 Comments

2 Key Differences Between a Will and a Trust.

We frequently get questions asking us about the difference between a will and a trust. While there are several important differences, here are just 2: Differences in Form and Purpose. Your will (“Last Will and Testament”) is a legal document that states your final wishes and gives instructions about how to divide up your property [...]

By | 2018-06-16T21:02:39+00:00 August 20th, 2018|Estate Planning, Trusts, Wills|0 Comments

A Brief Look at What Happens In the Probate Court.

  Usually when we mention probate, we are talking about how to avoid it. Today we thought we would give you a peek into the (dreaded) probate process. What Is Probate? Probate is the court-supervised process of distributing your assets to your heirs when you die. If you die leaving property (especially real estate) in [...]

By | 2018-05-21T23:05:24+00:00 July 19th, 2018|Estate Planning, Wills|0 Comments

What You Can Do To Get Your Digital Assets in Order

  No doubt about it; technology has revolutionized our lives and our society. It has even changed what is considered to be part of a person’s “estate” when they die. #DigitalEstatePlanning. “Back in the day” all you had to worry about was your present life, the afterlife and passing on your tangible assets (real property, [...]

By | 2018-05-21T21:42:17+00:00 June 7th, 2018|Estate Planning, Trusts, Wills|0 Comments

Love is in the Air! What We Love About Revocable Living Trusts.

  February 14 was Valentine’s Day! Just think of it: romance, roses, candlelight dinners… and, of course, chocolate! What in the world could be better than that? Only one thing that we can think of… a Revocable Living trust. What is a Revocable Living Trust? More commonly called a “Living Trust” (or, sometimes, “inter vivos [...]

By | 2018-03-07T20:57:56+00:00 March 19th, 2018|Estate Planning, Trusts, Wills|0 Comments

Personal Representative, Beneficiary, Trustee — Who Are These People?

In estate planning, you may often hear these titles being kicked around: Personal Representative, Beneficiary, or Trustee. But who are these people and what do they have to do with your Legacy Estate Plan? Let’s find out. Trusts, Beneficiaries and Trustees. Before we can have a beneficiary or trustee, we first need to have a [...]

By | 2018-03-07T19:48:32+00:00 March 12th, 2018|Estate Planning, Trusts, Wills|0 Comments