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 clients because it really speaks to one of the most common concerns we hear: “Is it too late for me to plan?”   When Should Planning Start? To understand whether […]

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.  It can be changed and adapted over time.  This is the case with a Living Trust, and is one of its primary benefits.  This is why Living Trusts are also […]

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 sometimes never get around to it at all) is simply because they’re confused.  That’s tragic. Legal jargon is confusing, for sure, but visuals allow us to get away from the […]