A Living Trust is a legal document which outlines who you’d like to receive your property after your death, and who should manage that property. You place property into the Trust and manage it yourself while you are alive – just as you do now.
Signing a living trust isn’t the end of the estate planning process. You also need to fund a trust. Knowing how to fund a living trust is vital for the trust to accomplish its goals. Funding a living trust involves transferring property to the trust. An asset not transferred to the trust is not […]
COVID round three. And cases spike across the nation for the third time this year. Cases continue to grow and state are struggling to provide care. Unfortunately, the spread this time is from coast to coast and far worse than the spikes experienced in the Spring and Summer. With COVID round three close to 250,000 […]
Life can and often does change in the blink of an eye. Whether you’re planning a wedding of starting your family it’s essential that your Estate Plan change with your life. So, if you’ve recently married, divorced, started a new business, or purchased your dream home, reviewing your Estate Plan today can save your loved […]
Deciding whether to draft a Trust or a Will is an individual decision and should be made on a case by case basis with an Estate Planning expert. Here are some facts about both Trust and Wills that may help make your decision a bit easier. Compare and Contrast Yes, most of my clients with […]
What COVID -19 has Taught Us About Estate Planning? So, as the COVID-19 Pandemic sweeps its way across the United States, over 50% of all Americans still do not have an estate plan. This has struck a resounding alarm. But, most people recognize the importance of planning their estate. However, most people also believe that […]
In the Blink of an eye life can change forever. Estate Planning is not only for you, An Estate Plan is more for the ones we leave behind. Take care of the ones you love the most. However, we know two things are certain; death and taxes. Despite these uncertainties, over 50% of people fail to […]
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