If you receive a recommendation to get a trust, Find out why and if it’s the best option for you

October 9, 2021- I have been contacted on several occasions to prepare trust documents, i.e., a fiduciary arrangement that allows a third party, or trustee, to hold assets on behalf of a beneficiary or beneficiaries.  When I ask why, the reason is that the person wishes to avoid probate, i.e. court involvement for a deceased …

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If you can breathe, you can do yoga…and should do estate planning too

September 18, 2021- When it comes to my yoga practice, I can’t tell you the number of times I have heard someone say they cannot do yoga because they’re not flexible.  Given the yoga pictures of people twisted like a pretzel, I can understand the reasoning behind that sentiment; however, this is a major misperception …

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