Most People Focus on Estate Plan Documents. Instead, Focus on Goals

So often, we meet with clients who want to “get a will” or “talk about trusts.” And we’re more than happy to talk about those things! But as we work our way through the nuances of wills and trusts together, our conversations always turn to one simple question: “What do you want your estate plan to do?” Why Start with … Read More

High Five: The Zen Guide to End-of-Life Transitions

We’ve been talking this month about the Zen of planning for end-of-life transitions, but even the five step approach we’ve been talking about can seem intimidating, especially when you’re reading words on a page (or screen). So we’ve simplified things even more with our infographic: the Zen Guide to End-of-Life Transitions. [Read More]

High Five: The Zen Guide to Creating a Trust

Last week, we talked about the fact that many people see estate planning as an intimidating, even scary, process – only 45% of people have had their will prepared! But we also showed you the zen approach to creating your will with the help of an estate planning expert through planning ahead, organization, communication and clarity. And, surprise, those same principles apply to creating a trust. But, while the principles are the same, the zen of trust planning can be quite different from creating a will. [Read More]