Estate Planning Conversations for the Holidays

Estate Planning Conversations for the Holidays

The holidays are a time for visiting family. For some people, this is an excellent opportunity to see long-absent loved ones; for others, it’s a good excuse to make inroads on their alcohol supply. Personally, I think it’s a convenient time to have estate planning...
What Should I Put in My Trust?

What Should I Put in My Trust?

One of the most frequent questions I hear at the trust signing is “What should I put in my trust?” It’s an excellent question, and the answer is a bit more complicated than “Everything.” The house is a given. For many people it’s their highest-value asset, and if it’s...