Category Archives: Estate Planning
Understanding How COVID-19 May Have Affected the Value of Your Estate
The economic and personal upheaval triggered by the COVID-19 outbreak is likely to warrant a review of your estate plan, no matter how thorough you think it is. As Americans cope with health fears and financial volatility, it’s worthwhile to determine whether a will, trust, advance medical directive or other legal instrument needs to be […]
Will or Trust: Is there a Preference?
People are sometimes confused about the differences between a will and a trust. Frequently, without knowing exactly why, some people believe that one is superior to the other. There are very real differences, but one is not necessarily superior to the other. A Last Will and Testament is a document in which a person, called […]