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When Is It Time For An Estate Plan Update? June 7, 2016

When Is It Time For An Estate Plan Update? Clients often ask me, Peter When Is It Time For An Estate Plan Update? How often should I update my estate plan?” or “When should I update my estate plan?” While this might seem like a tricky question, the answer is really quite simple. There are… Read more »

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Joint Revocable Living Trust April 24, 2015

When To Use A Joint Revocable Living Trust What is a joint revocable living trust?  A joint revocable living trust is a single trust created by a husband and wife, into which they transfer their assets. The trust provides that while both spouses are living, the trust income and principal shall be paid to either… Read more »

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