Joint Or Separate Trusts: Which is better?

Joint Or Separate Trusts: Which is better?

Let’s start with Joint trusts. Joint revocable living trusts are a popular choice among married couples for several reasons. They offer flexibility, simplicity, and ease of implementation, which can be particularly appealing for those looking to streamline their...
Fiftenn reasons people put off estate planning

Fiftenn reasons people put off estate planning

Let’s face it – estate planning usually isn’t at the top of your list of to-do items unless there is some event that spurs taking the time and effort to start the process. The following is a list of reasons that clients have told me is the number one reason they don’t...
Understanding the Pour-Over Will: A Comprehensive Guide

Understanding the Pour-Over Will: A Comprehensive Guide

For those who have been following my articles, you’re likely aware of the emphasis I place on the importance of funding your trust. A well-funded trust is a cornerstone of a solid estate plan, ensuring that your assets are managed and distributed according to...