The Secret Power of Trusts - You're ready to face the task of documenting how you will pass along your assets to your family and friends. But you're stuck: Should you use a trust or a will? Here are four considerations. Trusts avoid probate; wills don't. Probate is the legal process estates …
Review Your Trust
Review Your Trusts: The When and the How
Review Your Trusts: The When and the How - Common assets placed into a trust include your home, bank accounts and stocks. With a revocable trust, you name yourself as the trustee to remain in control of your assets. When you die, your trust becomes irrevocable and is transferred to a designated …
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3 Year Review: Has it been over 3 years since you’ve reviewed your Estate Plan?
Stop the Procrastination! Your family is counting on you and your Legacy depends on it. The "3 Year Estate Plan Review" complimentary consultation is meant to ensure that your estate plan stays up to date with regard to law changes as well as what you wish to accomplish for your family. …
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