Meeting virtually through the use virtual conference rooms (also known as free secure web meeting applications), we can meet face-to-face without travel. And no, it’s not cold and impersonal! We can meet, confidentially, see and hear each other, share documents, and more. You can use any computer with a camera and microphone, or even a […]
Tag Archives | estate planning
Will v. Trust – Which Will Serve Your Family Best?
We know that 100% of people aren’t getting out of here alive. Even with that Universal Law, there is so much anxiety around planning for our inevitable exit. And there doesn’t have to be! One question that always comes up around estate planning is “Do I need a Will or a Trust?”
It’s time to talk about P… for Probate!
Probate… It’s a word that either people have never heard of or fills them with dread. It’s the big, hairy, yuck that happens when somebody dies. But it doesn’t have to be!
I Don’t Have a Will Because… Reason #3
You know you need to take care of your estate planning and yet there are so many steps – steps you don’t even know what they are – you end up putting it off for months or years. Congratulations! You’re human!
I Don’t Have a Will Because… Reason #1
Nearly 70% of adults do not have any planning in place. Seventy percent! Think about that. I was curious why that number was so high. So, I did a super informal, highly unscientific survey to see if I could glean anything. I was amazed at the results!
