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Communication is Key in Estate Planning

In Blog, Estate Planning, Wills by casalmoreno

The key to successful estate planning is communication from the outset. In planning, most distribute their wealth and assets equally to their heirs. Some, however, opt for unequal distribution. This typically occurs under certain circumstances such as an heir with a disability or an estranged son or daughter. If you …

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Wills vs. Trusts

In Blog, Wills by casalmoreno

Wills vs. Trusts.  What’s the difference and which one should I have? Estate planning clients come in and usually start the conversation with, “I need to do my will” with the basic understanding that once the will is done their estate plans are set.  While a will is a good …

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