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...
What is a Power of Attorney?

What is a Power of Attorney?

Three things everyone should know about a Power of Attorney On a broad level, a power of attorney is a legal document that gives someone the authority to act on your behalf. For example, a financial advisor might ask you to sign a power of attorney, giving them the...
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...