Providing peace of mind through skilled guidance, compassion & simplicity

Is a Pandemic a Good Time to Make End-of-Life Decisions?

Not many of us expect to contract the coronavirus, or if we do, to die from it. However, the numbers show some of us will contract COVID-19 and not survive. If you haven’t already, you should make sure you’ve planned for the possibility with advance directives like a will, power of attorney or other estate planning moves.

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Do I Need to Be Wealthy to Set Up a Trust?

If you’ve heard of trust funds but don’t know what they are or how they work, you’re not alone. Many people know just one key fact about trust funds: they’re set up by the ultra-wealthy as a way to protect passing on significant sums of money to family, friends or entities (charities, for example) after they pass away.

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