Apr 8, 2024 | Children, Estate Planning, Family, Trust, Wills
As parents, we’re hardwired to prioritize our children’s well-being above all else. We work tirelessly to provide for them, nurture them, and ensure they have every opportunity to thrive. Yet, amidst the hustle and bustle of daily life, it’s easy to...
Mar 6, 2024 | Estate Planning, Trust, Wills
We’re often asked: what’s the difference between a will and a trust? Both are useful estate planning tools that have different purposes, and both can work together to create a complete estate plan. A Will Alone May Not Be Enough When it comes to creating an...
Jan 29, 2024 | Estate Planning, Family, Trust, Trustee, Wills
Keep reading to learn what steps need to be considered when estate planning for someone with more advanced dementia. Seek a Cognitive Evaluation If your loved one’s cognitive capacity is in question, seeking a professional evaluation is a prudent and proactive step in...
Jan 21, 2024 | Estate Planning, Family, Trust, Trustee, Wills
In this article, we’ll explore the importance of estate planning, even after a dementia diagnosis, as the best method to ensure the wishes and rights of your loved one are protected. Understanding Incapacity When the effects of dementia make it difficult for a...
Sep 25, 2023 | Estate Planning, Wills
If you don’t want to leave your family with a mess if something happens to you, it’s important to know how a will works and when it can be used to benefit you and your family. What Exactly Is a Will and How Does it Work? A will is a written document that directs...
Sep 5, 2023 | Estate Planning, Pets, Trust, Wills
Because you can’t leave money to your pet directly, your first thought might be to leave your pet and money for its care to someone you trust through your will instead. While this is an option, it’s not guaranteed to work. That’s because the person you name as the...
