Will vs. Trust Wills and trusts may seem like very similar estate planning options, and while there are similarities, there are specific differences in how they function: A will is a legal document that designates how you want your assets handled after you die A trust is a fiduciary arrangement, that allows a thirds party to hold and manage assets for the benefit of a specific purpose or person DO YOU NEED A WILL OR TRUST? Are you one of the 60% of Americans (via AARP) that doesn’t have an estate plan, a will, or a trust set up? Are you hesitant…Read More
Get holiday peace all year round when you plan your estate It’s time, it’s finally here: the holiday season. The warm and fuzzies have set in, we’ve seen the first snowfall, and Christmas is right around the corner. This is the time of year we feel most connected to those we love: we show this by eating meals together, giving gifts to show our thanks, and slowing life down to enjoy the little things. Before you know it, January comes back around: things speed up again, the back-to-work stress sets in, and we forgo these content feelings until it’s time…Read More
