The holidays are an excellent time to talk to your family about your wishes and prepare your family for any curveballs life throws at you. We’ve prepared a comprehensive guide to help you navigate important
Living Trust Resources
Basic Anatomy of a Family Estate Plan Everyone needs an estate plan, regardless of your age, stage in life, and the amount of assets you have. An Estate Plan should include a Health Care Proxy
Most people create a trust in order to adequately protect their estates so it lives on after the asset owner dies. In some instances, a trust might be a good idea, but in other instances, a Last Will and Testament might be sufficient.
The question then becomes, how often should one change or update living documents such as Wills or revocable Trusts or other documents related to estate planning?