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Wills and Trusts

Couple looking toward a house they are planning for their future

The Document That Fails When You Need It Most

This happens far more than it should.

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Creating a Trust in Your Will vs. Creating a Living Trust: Part 2

Last week, we covered how it works when you create a trust through your will. This week, I'll show you how a trust created during your lifetime (called a revocable living trust)…

Two parents holding a baby's hands while walking in a field

Wills vs. Trusts: How to Choose the Right Tool to Protect the People You Love

When you begin thinking about estate planning, one of the first questions you might ask is whether you need a will, a trust, or both. You may have heard conflicting information from…

Family gathered together while planning for their future

What to Do When You’re Ready to Create Your Estate Plan but Your Spouse Isn’t

When you’re ready to finally put an estate plan in place, it’s natural to feel excited and relieved. You’re taking a powerful step to protect your family, get organized, and make sure…

Couple looking toward a house they are planning for their future

Wills and Trusts: Building a Secure Estate Plan

At Ivy & Owl Estate Planning, we believe that careful planning is the key to protecting your legacy and ensuring your loved ones are cared for. Wills and Trusts are essential legal…

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Wills vs Trusts: Key Differences and How to Choose the Right Option for You

When planning your estate, one of the most common decisions is whether to create a Will, a Trust, or both. These tools help ensure your assets are distributed according to your wishes,…

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