Wills & Trusts

We often emphasize how important it is to not die without a Last Will and Testament (“Will”) in place. In other words, we encourage you to not die “intestate.” And…

Let’s say you understand how important it is for you to have a Last Will and Testament (“Will”) before you die. Great. But now let’s say you decide to write…

Administering a trust is often a difficult and complex job. How a trustee invests and disburses trust assets can have important tax implications. That is why it is critical to…

Trusts can be a bit difficult to understand. But boiled down to its essence, a trust is a legal entity that is established by a person (called the “grantor,” “settlor,”…

Trusts are a favored estate planning tool in large part because they are so flexible. They can be used to adapt to a wide variety of estate planning needs. We…

To be valid, a Last Will and Testament (“Will”) has to comply with a number of “formalities.” One important formality is having (generally) 2 people who witness the signing of…

What is a health care surrogate designation (aka healthy care proxy, advanced directive or medical power of attorney) and what happens when you don’t have one? A health care surrogate…