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...
Estate Planning for Your Real Estate Real estate encompasses not only one’s primary residence but also other real estate such as a vacation home or a rental property. The ideal form of ownership varies depending on the type of real estate you own. Below, we take a...
Most people don’t think about estate or long-term care planning until they need it. At that point, they are easily overwhelmed with confusion, noise, and wrong information. One of the biggest misconceptions is that estate planning is just for rich people, and...
Estate Planning: Why Me, Why Now, and Is a Will Enough? You have worked hard for years, have family members and friends you care about, and have approached a time in your life when “estate planning” sounds like something you should do, but you are not exactly sure...
Things You Need to Know as Successor Trustee Being named as a successor trustee in someone’s revocable living trust document can be considered a great honor. But with that honor comes responsibility. Whether you were appointed to this role due to someone’s death or...
Just Like You Need a Medical Checkup, Your Estate Plan Needs a Checkup! Whether or not you currently have estate planning documents, one important item to add to your calendar is getting an estate plan checkup. Don’t Have an Estate Plan? If you don’t...
