trinity

March 20, 2020

Importance of a Health Care Surrogate and a Living Will

A healthcare surrogate allows a loved one such as a trusted friend or family member to make medical treatment decisions for you…

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February 28, 2020

Which Distribution Method Is Best? Showing Your Children the Love

If you are a parent, you probably love to do good things for your children—and leaving them an inheritance is one of…

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February 21, 2020

Common Mistakes with DIY Estate Plans

The internet offers all the information and tools we need at our fingertips to create our own estate plan, right? For most…

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December 13, 2019

Important Things Your Agent Under a Medical Power of Attorney Needs to Know

Even if you are currently the picture of good health, you may suddenly become too ill to make healthcare decisions for yourself…

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December 6, 2019

Is a Handwritten Will Effective?

After the 2018 passing of the legendary singer Aretha Franklin, her family and lawyer initially thought she had died without a will….

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September 27, 2019

Will vs. Trust: Which is Right for You?

When you sit down to create your estate plan, there are likely dozens of questions running through your mind. Who should get…

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September 6, 2019

Estate Planning Considerations for Benefits Open Enrollment

The fall, generally late-October or early-November, is the time when employers send out summaries of employee benefits offered by the company and…

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August 9, 2019

Avoid Probate, Create an Estate Plan Specifcally Designed for Your Needs

Probate can be easily avoided, but most estates are dragged through the process. Why? Many people fail to create an estate plan,…

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July 26, 2019

Loan, Gift, or Advancement: Why the Classification Matters

While we all want to provide financial help to our loved ones—whether they are family or close friends—it is important to understand…

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