• Difference between having a will and having a trust

  • A will is not legally binding

    • effectively is a letter to the probate judge

    • it WILL go to probate

    • you direct assets and pick someone who will handle the affairs

  • Healthcare directive is incredibly important

    • living will

    • organ donor

  • Probate: the judge needs to review where your assets are going to go

  • Setting restrictions for your children?

  • Important to have a trust as well as a will

August 15, 2019