by Francine Ward | Jul 14, 2022 | Wills and Trusts
Wills and Trusts: Confused about the differences between a will and a trust? If so, you are not alone. Often people who don’t understand use the terms interchangeably. But be clear, a will is not a trust. Having a basic understanding of these two...
by Francine Ward | Jul 8, 2022 | Wills and Trusts
Preparing for Estate Planning. Estate Planning. How prepared are you for your future and the future of your loved ones? Sadly, most people are unprepared for the time when they may become incapacitated or die. There are many reasons for this lack of preparation. Some...
by Francine Ward | Jan 10, 2022 | Wills and Trusts
Why Pet Owners Should Consider a Pet Trust. Pet trust. Creating an estate plan is about protecting what’s important to you. Most estate planning conversations focus on the spouse, the children, and in some cases the grandkids. If you are like me, a devoted parent of...
by Francine Ward | Dec 9, 2021 | Wills and Trusts
Effective estate planning takes into account many things. It’s not just about how your assets are treated when you die, it’s about protecting your assets during your lifetime. Trust instruments are an important vehicle in the effective estate planning toolkit. A...
by Francine Ward | Aug 3, 2021 | Estate Planning, Wills and Trusts
Absolutely! And Here’s Why You Should Update Your Estate Plan.It’s not realistic to think that a document you created years ago is still valid, especially in light of your life changes and changes in the law. I’ll use the Brown family as an example of why you...
by Francine Ward | Jul 24, 2021 | Wills and Trusts
With over 600,000 people dead from CoVID related issues, having an estate plan is more important than ever. While most people have heard of wills and trusts, very few really understand the difference. And, very few understand the importance of having them. It’s...
