Gift Planning Menu
Gift Planning
Learn About Wills Videos
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 for Your Future
Should a joint tenancy be part of your estate plan?
Who needs a will? Probably you, for those that you love.
Read the list of give excuses people give to avoid making their estate plans.
-
Wills Basics
The what, when, and where of wills
Five questions and answers about wills
How to prepare for a meeting with your estate planning attorney
-
Trusts and Healthcare
Do I need a will, a living trust or both?
Do I need a living trust?
How do I care for my health when I no longer can?
-
Gifts to Your Family
What is the right inheritance to give to your children?
What are the ways to use a will or trust to make gifts to your heirs?
How can your estate help your children and charity?
Gift Planning Menu