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Category Archives: Trust vs. Will
Why Estate Plans Fail
A common misperception about estate planning is that it is a “set it and forget it” activity. Often listed as a to-do on a long checklist of prudent adult responsibilities, creating a Will or naming guardians is a task that … Continue reading
The Estate Planning Prescription Pad
I work with a fair number of financial advisors, insurance professionals and CPA/accountants. One of the services I provide for those valued planning partners is to review their client’s existing estate plans (where I was not the attorney or scrivener) … Continue reading
Why A Living Trust is Better Than a Simple Will
People call our office looking for a “simple” will and powers of attorney. For most folks, estate planning is something on a to-do list that gets checked off when completed. Our clients, however, understand that estate planning is an ongoing … Continue reading
Posted in Trust vs. Will
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Living Trust vs. Will – A Silly Debate
Will? Living Trust? – Neither! When people learn that I am an estate planning attorney, I usually get asked this question: “Should I have a will or a living trust?” Then, conversation usually turns to what the prospective client heard … Continue reading
Posted in Living Trust, Trust vs. Will
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Ten Estate Planning Tips to Start 2007 on the Right Foot
The NC Estate Planning Blog, has a good list of 10 things you should do in 2007. I’ve tweaked them a bit here, but all of the credit goes to them for the post. Here are 10 things you can … Continue reading
Posted in Trust vs. Will, YourLawyers4Life
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