Make 2025 The Year of the Family Meeting

A new year has arrived once again! For many of us, the beginning of the year brings a renewed sense of motivation to accomplish goals, or become a bit more organized. In the spirit of goal setting and getting organized, we encourage you to consider making 2025 the...
Incapacity: The Black Sheep of Estate Planning

Incapacity: The Black Sheep of Estate Planning

When it comes to estate planning, everyone always assumes it’s all about what happens when you die. While planning for death is certainly critical, it’s important not to forget about the “black sheep” of any good estate plan: incapacity planning. According to...
Can’t I Fund My Trust With My Pour Over Will?

Can’t I Fund My Trust With My Pour Over Will?

Want to know how to make an estate planner cringe? Tell them, “I don’t need to fund my trust, I have a pour over will.” If you have a revocable living trust as part of your estate plan, you probably also have a pour over will. We explain to our...