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What is the difference between a will and a trust?

Susan discusses the key differences between a will and a trust.

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By Susan Williamson
Learn about Special Needs Trusts

Susan explains when a Special Needs Trust is a good way to leave assets to those individuals …

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By Susan Williamson
What is a Lady Bird Deed?

Learn all about a Lady Bird Deed and if it’s right for you, during this video.

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By Susan Williamson
What are “Special Needs Trusts”?

There are many different types of trusts created to serve a wide range of estate planning needs. …

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By Susan Williamson
lost life insurance policy
Lost Life Insurance of family member

Did you know there is a way to find out whether a deceased family member or acquaintance owned a …

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By Michael Weiss
5 Reasons to Die Without a Will or Trust

There must be powerful reasons to avoid a Will, because so many people die without one. Just in …

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By Darrell Zolton
Depositing a Will With the Probate Court

After an individual executes a Last Will and Testament, where should it be kept for safekeeping …

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By Michael Weiss
Estate plan needs updating if spouse enters nursing home

This blog is for those whose spouse is entering a nursing home, and needs to apply for Medicaid …

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By Michael Weiss
Estate planning lessons of the rich and famous

While we as estate planners often try to educate our clients with fictitious facts from ordinary …

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By Darrell Zolton
Probate: A definition, as well as truths and misconceptions

What is probate? Probate is the legal process by which ownership of a deceased individual’s …

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By Michael Weiss
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