Essential Elements of a Will or Living Trust Part II In this article, we will continue to explore the factors that we review for each of our clients when preparing your Will or Living Trust. Residue of the Estate A residuary clause is the final dispositive provision of a will or a trust. The r...

Essential Elements of A Will and Living Trust. This article outlines the factors that we review for each of our clients when drafting a Will or Living Trust. While Wills and Revocable Living Trusts ("trusts") are very dissimilar, there are a great many provisions that should be found in both do...

The Right Path for You Series will discuss the most common pathways used for estate planning and will compare the considerations of each. When you are deciding how to plan your estate there are generally two paths that will work for most clients:  a will centric estate or a trust-based estate.  ...