Creating an estate plan on your own is an option. However, creating an estate plan in the wrong way can cause major problems.
This week I spoke to a man that feels (and is probably right) that his sister stole his parent's estate.
Enter your text here...
When making a recommendation for a Trust-based over a Will-based estate plan...there are some facts that make a Trust a better fit.
Story time about my first experience with a Revocable Living Trust and my client's mistaken belief that her trust made her judgment proof.
Estate Plans are made up from many documents...each of those documents has a different requirement for being updated.