Tag Archives | estate planning

estate planning

Meeting Face-to-Face – In Different Cities. Technology Is Changing How You Meet Your Attorney

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 […]

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Will v. Trust

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?”

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Estate Planning Myths – Part 1

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!

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