Do You Need a Trust?

Do You Need a Trust?

One of the first questions many of my clients ask is whether they need a trust. It’s a great question, but it leads to another: What do you want your estate plan to accomplish? First I will explain what trusts are and how they work. Then I will look at the...

Probate vs. Trust Administration

According to a 2020 Estate Planning and Wills study by Caring.com, less than one-third (32%) of Americans have a will, trust, or estate planning document in place. Distributing the assets or settling the final affairs of the decedent involves several processes and...
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