We often have clients ask the question whether a Will or Trust always controls the distribution of their assets. The fact of the matter is that they do not always control. Here are two categories where neither the Will nor a Trust would govern distribution:...
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Planning. Preparation. And Acting With Purposeful Intent.
Month: February 2022
Be sure you include sentimental items in your estate plan
There are a lot of things to consider when you're making an estate plan, from what future medical decisions you want to make to how you're going to divide your assets between your heirs. People often tend to focus on big-ticket items like an investment portfolio, a...
When did you last update your estate plan?
Planning for what happens to your estate once you are gone is a step in the right direction. However, it should not be a one-off event, and you need to continually update your estate plans in line with the changes in your life. While it is advisable to revise your...
