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02 Dec The Holidays: A Great Time to Get Together with Family and Talk About . . . Living Trusts?

Posted at 20:11h in Blog, Wills And Revocable Living Trusts

Let’s face it—there’s never a good time to talk about end-of-life issues—it’s an unpleasant topic at what is for most of us a very pleasant time of the year. In the midst of all of the festivities, who wants to talk about death and dying with aging parents whom you seldom...

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05 Aug CDP Customer Stories: Three Heirs, with a Twist

Posted at 16:54h in Blog

When Marie walked into her local CDP office she was seeking assistance in creating a trust.  She and her husband have three grown children and two properties.  Marie wanted to make sure that if something should happen to her and her husband, the kids could take care of the properties...

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29 Oct The Benefits of a Trust When Incapacitated

Posted at 20:35h in Blog

Creating a trust isn’t often one of the top things people want to do. However, as they age, setting up a trust is something everyone should do. While some people think working on this aspect of life is only a reminder that they will pass away in the future, a...

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29 May Do I Really Need a Will or a Trust?

Posted at 23:17h in Blog, Wills And Revocable Living Trusts

Wills vs. Trusts Often we will put off what we don’t understand and that includes our legal affairs. Most people are often overwhelmed when it comes to making a decision about their assets and what to do with them after they die. Making a decision about how to take care...

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19 Oct You’ve Popped the Question, How Do You Spring the Prenuptial Agreement?

Posted at 02:40h in Blog, Prenuptial Agreements

Asking your fiance for a Prenuptial Agreement doesn’t have to spoil the romance and joy of your engagement. A Prenuptial Agreement is an excellent way to protect yourself and loved ones in the event of divorce or death. The key to a Prenuptial Agreement is to begin a dialog well...

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13 Jul 3 Things to Think About AFTER You Create Your Estate Plan

Posted at 03:00h in Blog, Wills And Revocable Living Trusts

Creating your Estate Plan is a big first step in protecting your assets and your loved ones. But that plan will only do some good if it’s kept updated and your family knows where to find it. Here are few tips to ensure that your estate plan is always working...

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