Differences Between a Trust and a Will

  When people discuss estate planning, the two terms we hear the most are “trust” and “will.” In fact, these terms are used almost interchangeably, despite the two being completely different from one another.   The key distinction between a trust and a will is that one goes into effect only after a person dies, […]

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Check Your Estate Planning List Twice

Dwelling on estate planning may seem like a bit of a downer.  Now is as good a time as any to take stock of your personal finances and also make sure you have done some proper estate planning. Having your affairs in order will lift a huge burden off your family that would otherwise face […]

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The Value of Having a “Life Plan” in Estate Planning

All too often, estate planning is viewed as a transaction; just sign here, here, and here on a document: will, a living trust, and powers of attorney – then be off. But the best planning happens when an estate planning attorney can get to know the client on a deeper level, to uncover hopes, dreams, […]

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Check Your Estate Planning List Twice

During this festive time of year, dwelling on estate planning may seem like a bit of a downer. Yet the end of the year is as good as time as any to take stock of your personal finances and also make sure you have done some proper estate planning. Having your affairs in order will […]

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