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What’s Better: A Joint Tenancy or a Trust to Give a Home to a Child?

What’s Better: A Joint Tenancy or a Trust to Give a Home to a Child?

“When leaving a home to your children, you can avoid probate by using either joint ownership or a revocable trust, but which is the better

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Supreme Court Changes Estate Planning for Married Same-Sex Couples

Supreme Court Changes Estate Planning for Married Same-Sex Couples

"The Supreme Court ruled that the Constitution guarantees a right to same-sex marriage." The recent Court decision has changed financial and estate planning significantly for

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Don’t Plant a Bomb in Your Estate Plan to Blow Up the Future for Your Kids!

Don’t Plant a Bomb in Your Estate Plan to Blow Up the Future for Your Kids!

"The real reasons to do estate planning are to take care of ourselves and our families the way that we want to." In a review

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Four Important Dates to Consider When Reviewing Your Estate Plan

Four Important Dates to Consider When Reviewing Your Estate Plan

Whenever clients ask if they need to update their will or trust, the first question back to them is: “When was it created?” If they

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