Learn About Wills
Click on each topic below for a short video to help you plan for your family and loved ones with a will or living trust. If you have questions about creating a will or living trust, please contact us.
Planning Your Will
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.
Trusts & Healthcare
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 trust?
Health & Attorneys What is a healthcare directive and power of attorney?
Gifts to Your Family
IRA Gifts Learn why an IRA is not a good asset to give to children.
Planning for Children Help children learn about money and explain ways to diversify inheritance.
A Right Inheritance Learn the right timing, right amounts and property to give.