Tag: legacy planning

Estate Planning? For what?

The view of a peaceful beach with white sands and and bushes in the background.

Estate planning? I am not rich!  Estate planning? I am not going to die! Have you said that yourself many times? Yes, I know. I have said it too. It was not until my daughter was born that I really understood the importance and…

Will v. Trust. Who wins?

So what does a Trust do that a Will does not? Below are some of the main differences:  Planning for incapacity – Wills have nothing to do with incapacity.  Will based plans must rely on a durable power of attorney or a guardianship proceeding…

Ha escuchado usted sobre un “trust” pero no sabe que es o como puede beneficiarle?

Primero, déjeme decirle que es un testamento: Un testamento es un documento que indica cómo se van a transferir los bienes del Testador al morir.  Este documento es solo valido después de la muerte del creador y para transferir los bienes a los beneficiarios…

Happy Father’s Day!

In the years I have been an attorney, nine this year to be more exact, I have come across many more great fathers than I ever expected. I grew up in a society who thought that the Mother is the utmost and only and…