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

what is a trust

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 […]

Life Insurance and Estate Planning… Like Peanut Butter and Jelly

life insurance and estate planning

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 […]