Why Many Families Choose a Living Trust Over a Will-Based Trust
Living trust or trust in your will? Learn how each works, the probate differences, and how to choose the right estate plan for your family.
How can you keep the Government and Lawsuit Happy Opportunists Away From Your Children’s Inheritance?
If you have a current estate plan, I’ll bet you plan to leave your assets to your children outright and unprotected by age 35, or maybe a little later. Go take a look at your estate plan, and see what it does right now. And, if you don’t have an estate plan, and...
Will Your Estate Plan Work When Your Family Needs It?
Like most people, you likely think estate planning is just one more task to check off your life’s endless “to-do” list. You can shop around and find a lawyer to create planning documents for you or create your own DIY plan using online documents. Then, you’ll put...
Do you understand what it means to be a Trustee?
Before You Agree to Be a Trustee, Read This! Being asked by a loved one to serve as Trustee for their Trust upon their death can be quite an honor, but it’s also a significant responsibility—and the role is not for everyone. Indeed, serving as a Trustee entails a...