Instructions for Completing Your Advance Directive An Advance Directive for Health Care is a document used to communicate your health care decisions if/when you become unable to communicate them directly. This document will allow your loved ones and medical providers to know your preferences and will ease their burden when faced with making difficult health care decisions on your behalf. … Read More

A trust is a separate legal entity from the individual(s) that created the trust. As such, it must be “funded” to be effective. In other words, the provisions of a trust only apply to those assets that the trust owns. In addition, property which an individual owns at his/her death generally must be probated. However, all of the property you … Read More

MYTH # 1: Estate planning is just for the wealthy. An estate is comprised of everything you own: your car, home, other real estate, checking and savings accounts, investments, life insurance, furniture, personal possessions, etc. No matter how large or how modest, everyone has an estate and everyone has certain responsibilities and hopes that do not end with death or … Read More

Have you reviewed your estate plan recently? Unfortunately, many estates are distributed in a way that may not be entirely in line with the decedent’s desires. This normally happens because a person does not have a plan or sets up a plan and then does not revisit it for many years. Relationships and circumstances change and your estate plan should … Read More