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...
Should I Create a Special Needs Trust?

Should I Create a Special Needs Trust?

Should I create a special needs trust? This question comes up regularly. When a loved one has a disability, making sure they’re taken care of is even more critical than usual. In most cases, a special needs trust helps ensure a disabled person doesn’t lose...
Estate Planning for Pets

Estate Planning for Pets

Estate planning for pets might not be the first thing you think of when creating a will or trust, but it’s an important way to provide security for your furbaby. If you subscribe to my newsletter, you know that I live with (as of 2025) four dogs (all of whom are...