BLOGS

TIS’ THE SEASON TO MAKE A DIFFERENCE

This is the season of giving and making a difference by giving back to our communities, which can be extremely rewarding both to the recipients and to the “giver”.  We all have the power to make a difference in the lives of others, we just have to make the effort to do so. In addition to making a difference in the lives of those in your community, take this opportunity to consider how yo...
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WHAT IS A LIVING TRUST? 

You may have heard of “Living Trusts” or “Revocable Trusts” as a means to avoid probate at death. But what are they? How do they work? What is the difference between a Living Trust and a Living Will? Before we answer these questions, let’s start with a more basic question -- What is a Trust? What is a Trust? Merriam-Webster defines “trust” as a property interest held by one person...
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DO I HAVE AN ESTATE?

The term “estate” may conjure images of an elderly, wealthy matriarch executing a Last Will and Testament declaring which of her children and grandchildren shall inherit the family wealth at her death. Maybe she is disinheriting one or more of her natural heirs because they have mistreated her. There may even be a “reading of the Will” following her death in which family members gasp and...
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WHO GETS WHAT?

Great-grandma’s favorite necklace….Grandpa’s monogrammed cuff-links…your favorite family portrait.  Who will inherit these treasured items after you’re gone?  If you have children, chances are that your Will leaves all of your “personal effects” to your children in equal shares as they shall agree, or something along those lines.  If you do not have children, ...
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MOTHER’S AND FATHER’S DAY

Spring has finally arrived (hopefully to stay for a while!).  And spring means Mother’s Day and Father’s Day are right around the corner.  Maybe you’re a parent.  Even if you don’t have children of your own, maybe there are other people in your life who are like children to you.  Perhaps your parents are no longer here, or maybe you don’t get a chance to see them as often as ...
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