a legal declaration of a person’s wishes regarding the disposal of his or her property or estate after death especially : a written instrument legally executed by which a person makes disposition of his or her estate to take effect after death.
Signing a living trust is only the first step in the estate planning process. To unlock its full benefits—like avoiding probate and protecting your assets—you must take the next critical step: funding the living trust. Funding a trust means transferring ownership of your assets into the name of the trust. If an asset isn’t […]
Yes, we all have an estate. Your estate includes everything you own—your home, car, bank accounts, investments, personal possessions, and more. Whether your estate is large or small, one thing is certain: you can’t take it with you when you die. Planning for the Inevitable When the inevitable happens, most people want to control who […]
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 […]
April 24, 2020 The Time to Act is Now! The time to act is now. We hope this post finds you and your family staying home and staying safe. It’s amazing how fast times can change in such a short period of time. Thousands of Americans have tragically loss their lives in just the past […]
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