Trusts Planning

Why You Shouldn’t Wait to Write Your Will

Wednesday, August 28th, 2019

Many people find the idea of writing their will a little morbid. After all, it does mean acknowledging that you’re going to die someday, and that’s not a pleasant thought. But putting off writing your will isn’t a good idea, even though it does mean thinking about things you might otherwise not want to contemplate....  read more

I Know Someone Will Challenge My Will – Can I Do Anything About It?

Monday, July 29th, 2019

Most people feel confident that their heirs are going to carry out their last wishes exactly as they have been laid out in their will. However, this is, unfortunately, not always the case. Wills can be challenged, and if you’ve had a major falling out with someone and removed them from the will, they’re likely...  read more

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

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