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Estate & Incapacity Planning

When is it Too Late to Plan?

“The best time to plant a tree was 20 years ago; the second best time is today.”     I love sharing that quote with our …

Estate & Incapacity Planning

Why is it called a “Living” Trust?

There are two ways to think about the word “Living” in Living Trust: First, the word “Living” means that a document is dynamic, not static.  …

Estate & Incapacity Planning

The Living Trust as a Vehicle

During over a decade as an estate planning attorney, I’ve noticed that one of the biggest reasons clients put off creating a living trust (or …