Out-of-State Assets and Your Estate Plan
December 10, 2021
Do you own property in another state or in another country? Is it included in your Will or Trust so it would go to those
Category: Trusts
The Tax Implications of Creating a Trust
November 24, 2021
Taxes. You can’t turn around without being taxed for something. We’re always looking for ways to avoid paying them. Having a Trust, a key component
Why Do I Need a Trust for My Pet?
November 16, 2021
Pets totally depend on us for their care. If you die or no longer are capable of caring for your beloved furry or feathered family
My Parent Just Died, Who’s Responsible for Their Medical Bills?
October 10, 2021
There are few things in life that are more devastating than losing your mom or dad. In the aftermath of their passing, you probably have
8 Reasons You Might Need a Trust
June 25, 2021
Many people think you need to own a mansion or have a ton of money to have a Trust. Not so. Regardless of the size
Guide: How to Protect Your Pet With Your Estate Plan
April 30, 2021
We love our pets like family, and they rely on us for their care and wellbeing. But we cannot always be there for our pets;
How the SECURE Act May Affect Your Estate Plan
April 27, 2021
The Setting Every Community Up for Retirement Enhancement Act, known as the SECURE Act, which went into effect in 2020, has far-reaching impacts on retirement
What is a Pet Trust and How Does It Work?
April 13, 2021
Most everyone knows what a Trust is – a legal way of holding property or funds for a beneficiary. Did you know there is a
How Much Should a Revocable Living Trust cost?
March 6, 2021
A Revocable Living Trust allows you to set aside and manage assets while you are alive, and when you pass, those assets are transferred to
Living Will vs. Living Trust
February 9, 2021
Most everyone knows about Wills and Trusts – two distinct estate planning documents. When it comes to a Living Will and a Living Trust, however,