Latest Blog Posts

What Are The Differences Between A Will And A Revocable Living Trust? Which One Should I Use?

Posted on: April 13th, 2012
This is a question that I hear often from my clients. Some believe that a Revocable Living Trust (“RLT” or “Living Trust”) is something that is only used by the rich and famous and a Will is best for everyone else. That is not necessarily true. In fact, I believe an RLT is a better choice over a Will for the following reasons. ...

What is a Revocable Living Trust and Should I Consider Having One?

Posted on: April 8th, 2012
The short answer is that a Revocable Living Trust (“RLT” or “Living Trust”) is another tool that can transfer your assets upon your death. If a client has a Will as the centerpiece of their estate plan I describe that as a “Will based” plan. If they use an RLT as the centerpiece, I describe that as a “Trust based” plan. ...

What Is a Last Will and Testament and Do I Need One?

Posted on: March 31st, 2012
A Last Will and Testament, or Will, is a legal document that outlines how the assets in your estate will pass to your surviving spouse, children, or other beneficiaries upon your death. In my opinion, everyone needs a Will. For some the Will may be the only asset transfer document they have; for others, they may have a Will in conjunction with a Revocable Living Trust. ...

Estate Planning – what is it?

Posted on: February 5th, 2012
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