Category: Estate Planning
People generally avoid making an estate plan because there are difficult decisions with young families. You start to get married and you start to have
If items are already addressed in the will or trust and you want to make a modification to those items, you need to amend the
A memorandum of personal property is a document that provides a mechanism for an individual who’s already created a trust or a will to later
The advantages of a pour over will are that you go about ensuring that the assets get distributed according to the terms of the trust.
When we do business succession planning, the entities we create could be a family trust, wherein the senior generation passes control of the entity, management