Jun 17, 2016
Part of creating a trust is deciding who will be the trustee of your trust. A trustee has the authority to do what you currently do with your assets: pay bills, invest, save, take care of your family, organize your papers, etc. The Key Takeaways for Selecting a...
Jun 12, 2016
If you have created a revocable living trust, chances are you named yourself as the initial trustee. This helps you continue to manage your assets as if nothing had changed. However, if you are ever incapacitated or after you have passed, someone will have to step...
May 24, 2016
The majority of parents want to treat their children fairly in life. They understand that each child needs individualized, not identical teaching. They know that being equal with their children is actually not fair and may have negative consequences. However, some...
May 17, 2016
Beneficiary designations are an estate planning strategy that many people use, and for good reason. It is an effective, quick, free, easy, and direct way to pass on property. Many people have a lot of value in these assets, such as life insurance policies, IRAs,...
