Trusts Planning

What Are My Duties as an Estate Executor?

Tuesday, April 30th, 2019

If you have been named the executor of a loved one’s estate, that person is trusting you to handle all of their affairs as they would wish. It’s an honor, but it can also be a difficult task. Before someone names you as their executor, they will likely ask if it’s a job you want....  read more

Tips for Selecting Your Executor

Tuesday, March 26th, 2019

When you die, you want to make certain that your estate is dispersed according to your wishes. Selecting the right executor is a key part of ensuring this occurs. The executor acts on your behalf and has all of the legal powers regarding your property as you did. They are able to pay your debts,...  read more

Do You Need a Special Needs Trust?

Tuesday, January 15th, 2019

If you’re considering leaving your heirs property, money, and other assets, you may be looking at using a trust to do so. There are a number of benefits to a trust over simply distributing your items via a will. However, while wills are all fairly similar, there are different types of trusts that do different...  read more

Estate Planning and Your Pets

Wednesday, October 31st, 2018

If you have a faithful pet you’ve lived with for years and who may outlive you, you may want to set aside some of your estate to provide care for them. Of course, pets can’t legally own property, so you can’t leave your home or any money to them. What you can do, however, is...  read more

I Want to Give My Estate to Charity – How Do I Do That?

Friday, August 31st, 2018

If you don’t have anyone to leave your estate to or believe strongly in a specific charity, you can leave your estate to that charity. This involves creating a charitable remainder trust or CTR. While a CTR is similar to other trusts in some ways, it does have a few notable differences. For one, it...  read more

Estate Planning Mistakes

Friday, June 29th, 2018

Contrary to a common belief, estate plans are not exclusive to the rich and famous; this is simply because most people have at least one thing of value to them such as a car, money, or a house. Many people can benefit from having an estate plan in place; what most people do not know...  read more

Estate Planning The Essence of Wills and Trusts

Friday, June 15th, 2018

When you talk about trust and wills in estate planning, most people think that it is about their death. The reality of the matter is that it is more than that. Your loved ones have the liberty of using wills, trusts or both to clarify on their wishes. The two are all about retaining control...  read more

Trusts vs. Wills

Friday, February 16th, 2018

Both trusts and wills can ensure your possessions, assets, and beloved items end up in the right hands after you pass away. While trusts and wills can protect your future, it's important to acknowledge that there is a difference.   Let's take a look at the major differences between a trust and a will. What...  read more

What Trusts Are All About

Wednesday, October 18th, 2017

Many people believe they do not need a trust unless they are extremely wealthy. While this may have been the case in the past, establishing a trust is a great way to guarantee your family members are taken care of when you pass away. As a way to bypass many of the challenges a typical...  read more

Benefits of Living Trusts

Thursday, March 27th, 2014

Benefits of a Living Trusts Your written plan happens automatically No court delays or interference Can reduce or eliminate estate taxes in some instances Can allow family to take advantage of the Medicaid spend down rules Can provide care to children and future grandchildren in a way to prevent them from wasing such assets Protects...  read more

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