This is a super common question, and the short answer is probably. The deciding factor is what type of trust you are planning to utilize. Our clients, Dave and Laurie, came to us to create a trust. Their goal was to avoid probate and ensure their assets passed down to their two children easily and […]
What Are All The Documents You Need In A Complete Estate Plan?
Most people know they “should” have a will, but a truly comprehensive estate plan for someone living in Rhode Island is much more than that. It’s a collection of carefully coordinated documents that work together to protect you while you’re alive, provide for the people (and pets) you love when you’re gone, and make the […]




