Click on each topic below for a short video to help you with your estate plan. If you have questions about creating a will or living trust, please contact us.
The requirements and benefits associated with living trusts vary from state to state. Please contact a licensed attorney to learn about trusts in your state.
Your Property How much property do you own? Do you own enough to require a will or plan?
Joint Tenancy What are the dangers of holding your property in joint tenancy?
Failing to Plan Learn what will happen if you pass away without a will.
Why No Will? Why do some people fail to make a will? Learn why.
Asset Distribution Discover how assets are distributed through a will.
Wills 101 What is included in a will? Learn the basics of updating a will.
Trust Benefits What is a trust? Learn the benefits of establishing a living trust.
Wills vs. Trusts What are some differences between a will and a trust?
Health & Attorneys What is a healthcare directive and power of attorney?
IRA Gifts Learn why an IRA is not a good asset to give to children.
Planning for Children Help children learn about money and ways to diversify inheritance.
A Right Inheritance Learn the right timing, right amounts and right property to give.
The purpose of these web pages is to provide general educational information about charitable gifts, financial considerations and estate planning. They are not intended as legal, accounting or other professional advice. For assistance in planning charitable gifts with tax and other financial implications, the services of appropriate advisers should be obtained. Consult an attorney for advice if your plans require revision of a will or other legal document.