Month

January 2023
Whether you have accrued modest assets or have a considerable nest egg, you must designate who inherits your savings, investments, property, and other assets when you die. The thought of your heirs and others grappling in court over who gets what is unsettling. If you want to make sure that doesn’t happen, you need to...
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When planning your estate, your attorney may suggest a Revocable Trust as the centerpiece of the plan. Also called a “living trust,” you create the document while you are alive and get to include provisions for your medical care should you become ill, disabled, or challenged by the symptoms of aging.  Revocable Trusts let you...
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