Category Archives for Estate Planning Weekly

Just writing a Will or Trust is not enough. There are certain things you must do to make what is written work.

First you need to determine who you want things simple for. From there you have many options.

Making a gift, intentionally or by accident, can make you liable for additional taxes.

Moving to a new state is a life change that should trigger a review of your estate plan.

It can be a difficult discussion, but there are some basics your kids should know.