Does a Will avoid probate? Will the state take my assets if I die without a Will? Should I name my eldest child executor of my estate? These questions are answered in this episode while we bust the common myths of estate planning. Subscribe to the podcast and listen...
Do you need a Pour Over Will? The answer may surprise you. In this mini episode, we go over the Pour Over Will. What it is, when it is needed in your estate plan, and how it works with a Revocable Trust. Links and Resources Should I Have a Will or a Trust? What is...
Have you been told you need a trust, but don’t understand why or what a trust is? Do you think a will avoids probate? This episode breaks down the differences between a will and a trust, and why you may need one, or both, and discusses the effect each has on you...
Older adults are remarrying more and more often. In 1960, only 42% of previously married individuals 55 years and older ever remarried. In 2013 this number had grown to 57%, and by 2017 it had leaped an additional 10% to 67%. Second marriages are becoming...
Wills and trusts serve many of the same purposes, so it is natural that the two are often confused. Both are important estate planning tools that help you organize your assets and ensure they are passed to the right people when you die. Both require the help of an...