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10 Types of Trusts You Might Need

Here’s a quick overview of ten common types of trusts that are key tools in the planning toolbox. Creating an estate plan can seem daunting – that’s where I can help.  When we meet to discuss your goals, we’ll address your specific circumstances and your specific wishes.  We’ll find the right tools in the toolbox to

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How A Living Trust Fits into Your Estate Plan

A comprehensive estate plan has many parts.  The most common of these are a will and a living trust, which work together to help you and your family plan for the future.   Living Trust vs. a Will Often, people ask me “why have a trust instead of a will?” or “will or trust: which

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