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  • Estate Planning,  Wealth Building

    The Difference Between a Will and a Trust

    theholisticlifeproject / November 5, 2020

    What is the difference between a will and a trust? This question has been coming up more often lately and it’s a good thing. People are becoming aware that estate planning is essential to their family’s well-being. We will discuss a few important differences between a will and a trust in this article. 1 Execution Timeline The first difference between…

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  • Will Preparation
    Estate Planning,  Wealth Building

    5 Will Preparation Questions

    theholisticlifeproject / October 29, 2020

    Will preparation is often looked at as some daunting task, maybe it’s the idea of having to think about our mortality. However, it is an important duty and one that will benefit your family if done correctly. There are a few questions you may be asking yourself as it relates to will preparation. I would like to help answer some…

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