Buying a home is often the largest financial investment a person will make, and it should trigger a review of their estate plan. Here are three important estate planning steps every new homeowner should take:…
A revocable living trust is designed to accomplish the following: 1) Avoid probate for all assets and property transferred to the Trust. 2) You as Trustee have total control over the assets of your Trust…
Probate is the legal process of estate administration if you die and have a will or die without a will or trust. The person named to act as the personal representative in the will handles…
While we may not be able to protect ourselves from everything and every risk, we can prepare now for whatever might happen. Creating your estate plan now does protect you and your family when tragedy…
In addition to a will or trust, everyone should have these three basic documents, regardless of their wealth or health: • A power of attorney for your property and accounts. This will allow a person…
Having an estate plan insures your assets will be transferred to your preferred recipients at your death. It is also important to consider who should receive those assets if your preferred recipients are not living…
Estate planning provides a plan for what happens to your assets at your death, and what happens to you and your assets in the event you are unable to manage your affairs. It can also…
A Trust avoids the significant cost of probate as all assets and property transferred to the Trust can be distributed without the need of a probate proceeding. A Trust avoids or lessens the payment of…