The Benefits of Having a Living Trust

A living trust is a legal document that allows you to specify how you want your personal and financial affairs to be managed during your lifetime and after your death. It is called a “living” trust because it is created while you are still alive, as opposed to a testamentary trust, which is created after your death through your will.

Must-Have Healthcare Documents in Your Estate Plan

Before heading into the new year, ensure that you have the appropriate healthcare documents included in your Estate Plan. A comprehensive Estate Plan has many components, but those having to do with your health are particularly important!Here are the must-have healthcare documents that should be included in your plan.

Estate Planning Checklist

Life changes quickly and it’s important that your estate plan reflects these changes. Here is a quick list to help you ensure everything is right on track.