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Latest Blog Posts

A Will or a Trust: Which One Do You Actually Need?

Most people know they should have an estate plan. Unfortunately, as little as 32% of Americans actually do. If you've been putting it off because the whole topic feels overwhelming, complicated, or frightening, you're not alone. But deciding between one or two core...

Do I Have Enough Assets to Need an Estate Plan?

For some of us, the term “estate planning” conjures up images of vast green lawns and Elizabethan-style mansions. Indeed, the primary definition of “estate” is “an extensive area of land in the country, usually with a large house, owned by one person, family, or...

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