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Updating Your Estate Plan
2023-01-28
Estate Planning is not a ‘once-and-done’ kind of thing. You’re never really done with an estate plan because when life changes, so might your plan. Continue Reading
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Common Assets in Estate Planning
2020-07-21
Common Assets in Estate Planning Discover what assets are involved in estate planning The types of accounts and property you own play a large part in the estate planning process. Figuring out what property and assets should be included in your estate planning can be a daunting thought. Use thisContinue Reading
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How to Help Your Loved Ones (and Assets) Avoid Probate
2020-07-16
How to Help Your Loved Ones (and Assets) Avoid Probate Today, many people are using a revocable living trust instead of a will or joint ownership as the foundation of their estate plan. When properly prepared, a living trust avoids the public, costly and time-consuming court processes of conservatorship orContinue Reading
Trust Funding: Setting Your Trustee Up for Success
2020-07-08
Trust Funding: Setting Your Trustee Up for Success What is Trust Funding? Trust funding is the process of transferring the ownership of accounts and property to the trust during your lifetime, or designating the trust as a beneficiary of an account or piece of property so that the trust willContinue Reading
Nosy Neighbor Nellie Can Find Out About Your Probate. Really.
2020-06-30
Your Nosy Neighbor Can Find Out About Your Probate Estate (and read your Last Will) …REALLY. Because wills are filed at the courthouse, probated estates become a matter of public record. That means your nosy neighbor Nellie can simply go down to the courthouse or hop online and find out aboutContinue Reading