Month: June 2017

All trusts (and other estate plan documents) should be reviewed every few years to make sure that they are up-to-date with the law and meet your goals today. Following is a checklist of trust features you can review yourself. But be aware that these only refer to revocable “living” trusts, not to irrevocable trusts. Do […]

You have a Last Will and Testament.  All your assets will be managed and disposed according to your wishes, right?  Probably not.  People often misunderstand what a will does which can have a big impact on how assets are managed and disposed of for you and your family. The Will is Only Effective Upon Death […]