Oct 31, 2017
Yes! If you own a vacation home, timeshare, investment property, or any other real estate outside of the state where you are domiciled has to be addressed in your estate plan. If anything, this situation makes a trust vital. If you do not adequately plan for...
Sep 26, 2017
When you think of IRAs, you probably think of retirement. But what happens to your IRA money after you’re gone? What happens depends on a lot of factors, like how you set up your estate plan, who you choose as beneficiaries, and many other factors. If you do not...
Sep 12, 2017
An estate plan has several documents, each with their own purpose. One such document is a revocable living trust. There are many reasons why a family may choose to use a trust as part of their estate plan, such as privacy or controlling distributions over time. The...
Jul 25, 2017
When most people hear the phrase, “estate planning,” they first think about wills. However, a will is not the only strategy available to you, and a trust may even be a better strategy. There are several advantages that a trust can have over other...
Jun 5, 2017
Most parents’ purpose in creating an estate plan is to provide for their children. Many parents want to make sure that their wealth, which they worked so hard to earn and accumulate, is not wasted or lost. Some parents particularly want to protect their...
