News & Knowledge
Keeping our clients updated, educated, and informed.
National Estate Planning Awareness Month: Protection, Security, and Peace of Mind™
October is National Estate Planning Awareness Month – a timely reminder to make sure your estate plan protects you, your family, and everything you have worked to build. From Wills and Revocable Living Trusts to incapacity planning, Medicaid planning, and asset protection, thoughtful planning today can provide Protection, Security, and Peace of Mind™ for the future.
What is a Living Trust and Why You Need One
What is a Living Trust? A Living Trust (not to be confused with a Living Will) is an estate planning legal document that is similar to a Will, but accomplishes more than just passing out your assets upon your death.