Tag: trust planning

What should you discuss at the family meeting?

Once you’ve committed to discussing your estate planning with your family, what should you share specifically? Should you detail the entire plan with them, or just an outline of it? Should you go into detail about who gets what? The specifics of what should…

Trust Planning? What are my options?

Creating an estate plan that works can seem daunting.  However, that’s what we, as estate planning attorneys, do every day. We know the laws and know how to design the right plan that works for the needs of the individual client and the client’s…