Benefits of Having a Trust
When it comes time to create an estate plan, one option to consider is a trust. A trust is a legal arrangement that allows you…
July 10, 2023
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When Should I Update My Will, Trust, or Estate Plan?
Wills, trusts and estate plans are documents that outline how you want your assets and property to be distributed after you pass away. Although many…
July 3, 2023
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Does a Person Have to Have a Minimum Amount of Assets to Create a Will?
Estate planning is often dramatized in pop culture; a wealthy but mysterious family member passes away, summoning distant relatives to a dimly lit room for…
June 26, 2023
If I Have a Living Trust, Do I Need a Will?
When it comes to estate planning, the more specific your plan is, the better. If you have a living trust, you may wonder if this…
June 19, 2023
What are the 3 Types of Trusts?
“Trust” is a blanket term for the legal tool that allows individuals to transfer assets to a beneficiary and be managed by a trustee. Did…
June 12, 2023
What Makes up a Well-Designed Estate Plan?
A well-designed estate plan becomes a safety net in the event of your incapacitation or death. It can ensure that your assets are distributed in…
June 5, 2023
What Are The Duties of a Trustee in Administering a Trust?
A trustee is an individual or entity appointed to manage a trust on behalf of its beneficiaries. As such, being a trustee comes with significant…
May 31, 2023
How Do You Pay the Bills of an Estate?
When a loved one passes away, managing their financial affairs may not be top of mind, but it should be at the top of your…
May 25, 2023
Why it is Important to Designate Beneficiaries on Life Insurance Policies, Retirement Accounts, etc.
When it comes to estate planning, many people focus on creating a will or trust to ensure their assets are distributed according to their wishes…
May 19, 2023
If I Do Not Have Kids Yet, Do I Still Need to Create a Will?
For many people who do not have children, estate planning may not be at the forefront of their mind. If you do not have children,…
May 10, 2023
