What is a Trust and Why Do I need one for Estate Planning?

December 17, 2018December 21, 2016 by James Hart, Esq.

One of the most common questions I get from people during their initial meeting in my office is “what is a trust and why do I need one ?” It’s a question I get asked over and over, in part because a trust is one of the foundational elements of a comprehensive estate plan. So … Read more

Life Insurance and Estate Planning… Like Peanut Butter and Jelly

December 17, 2018November 28, 2016 by James Hart, Esq.

Life Insurance and Estate Planning go together perfectly. You really can’t (or shouldn’t) have one without the other. Just like peanut butter and jelly… and I love me a good PB&J… yum. But until about 6 years ago, I had never given life insurance (or estate planning) much thought. My Wife’s Grandfather was a career … Read more