Can You Spot the “Simple” Estate?
Estate Planning Candice McPhillips Estate Planning Candice McPhillips

Can You Spot the “Simple” Estate?

As an estate planning lawyer, one of the most common things I hear is: “I have a simple situation, so I don’t need any fancy trusts or complicated planning.” But here’s the catch—most people aren’t great at accurately gauging whether their situation is truly “simple.”

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Decoding Trusts: Navigating Their Varieties & Advantages
Estate Planning Candice McPhillips Estate Planning Candice McPhillips

Decoding Trusts: Navigating Their Varieties & Advantages

Ever thought about getting a will? Then you've probably heard of trusts. They're like the dynamic duo of estate planning – Batman and Robin, if you will. But trusts are a diverse lot, and not every type ties back to a will. Some trusts even come into play while the beneficiary is still kicking. Discover the unique advantages of putting a trust in place!

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