Discussion Points and Questions We Often Address:

• What is a living will? What is a health care proxy? Are they the same thing?
• Do I need a revocable trust if I have a will?
• Can you represent a husband and wife without facing a conflict of interest?
• What do you think of a bank acting as executor of my will or trustee of my trust?
• With the U. S. estate tax exemption levels at all-time highs, why do I need a trust?
• What do you charge for a simple will? Or for a typical revocable trust?
• What can I do to preserve my estate for my descendants if I end up in a nursing home?
• Should I own my property in joint name?
• Should I adopt a 529 Plan? (What is a 529 Plan?)
• Should we move our legal residence to Florida?