Our Video

Should I add my child to my bank account?

When do I add the trust as a beneficiary vs naming the account in the name of the trust?

Why do I need a trust? I’ll just add my kid to my deed.

What are the documents needed in an estate plan?

Living Trusts are not just for spouses! Siblings, dating couples, friends can get one!

Most people wait until it’s too late to get their affairs in order. Do it while you’re healthy!

3 Vital Reasons You Can’t DIY Your Will or Trust

What’s the difference between a lawyer and an attorney?

How do you know if your attorney is any good?

Virtual estate planning?

Do I want a third party special needs trust or a first party special needs trust

I have a special needs trust for my child. My kid is protected, right? Maybe not!

I have a special needs child. Do I need a special needs trust?

What happens if I have more than one special needs trust?

Can a special needs trust buy a car for the beneficiary? Yes! But there’s rules!

Can my special needs trust sign a lease?

Can a special needs trust pay for a family vacation?

How does a trust protect me from probate?

What is probate? Why is probate bad? Is probate necessary?

What’s the difference between an executor, personal representative, trustee, trustor, settlor?

You can be paid to be the Power of Attorney, Trustee or Executor! Find out how!

Getting divorced? What you need to know to protect your assets!

WHAT'S THE NEXT STEP?

Let’s set up a quick call. Based on the above information, you may have an idea of what you need, but let’s confirm. Once we determine the best plan for you, we can move forward with protecting your estate.