Estate Planning
Plan for your future today. Learn the specific estate planning documents you need to protect yourself and your loved ones.
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Why a Living Trust May Be Right for You
Living trusts have soared in popularity in recent years as more people discover its significant estate planning benefits, including that living trusts are not subject to probate court. Here is a list of a few more benefits.
· 3 min read
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Simple Trust vs. Complex Trust
Before you set up a trust, it's important to understand the different types available and the implications of choosing one.
· 2 min read
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When to Change Your Living Trust
Whenever there is a significant change that affects your life or property, it's time to review your estate plan to determine if you need to change your living trust.
· 4 min read
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Top 5 Must-Dos Before You Write a Living Trust
Making your living trust will be easier if you think it through and gather necessary information before you sit down to do it
· 3 min read
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Understanding Living Trusts
Living trusts can be an excellent way to transfer your assets to your loved ones while maintaining control over the assets during your lifetime.
· 3 min read
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Using a Generation Skipping Trust in Your Estate Plan
Generation-skipping trusts can be handy estate planning tools, especially for those who are looking to save money on estate taxes, but do you need one? Here's what you'll want to know.
· 3 min read
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Making a Living Trust the Beneficiary of a Roth IRA
In the event funds remain in the Roth at your death, designating a living trust as the beneficiary of your Roth IRA also can benefit your heirs.
· 3 min read
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Adding Property to Your Living Trust
A living trust isn't set in stone. You can add or remove assets so long as you follow the proper procedures to do it.
· 3 min read
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Who Is Liable When There Are Mistakes in an Estate Plan
If you've been harmed by a lawyer's estate planning mistake, you may have a claim for legal malpractice. Learn more about common types of estate planning errors and what you can do about them.
· 3 min read
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Last Will & Testament: The One Legal Document Everyone Absolutely, Positively Needs
There are lots of reasons everyone should make a will. Here are just a few.
· 3 min read
