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 of your choosing when you die? If so, you’re all
Not all estate plans are cut and dry. Family dynamics and life changing events have a direct impact on how estate planning documents are crafted and whether they cover all of your assets and wishes.
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 of an estate plan, may provide some tax savings to
Buying a new home is a very significant and exciting life event. Whether it is your first home, or if you are selling your old home and moving somewhere new, there are a lot of
Bringing a child into the world is an incredibly exciting life event, however there are so many things that must be arranged and prepared in order to properly care for your new child. Between baby-proofing
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 of your home or bank account, you can create a
Creating an estate plan can be daunting. There is so much to consider: taking stock of your assets, deciding who inherits what, choosing responsible people to carry out your wishes. But it doesn’t have to
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 accounts and taxes. The SECURE Act may also affect your
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 beneficiaries without going through the probate process. While a Living
Most everyone knows about Wills and Trusts – two distinct estate planning documents. When it comes to a Living Will and a Living Trust, however, their functions may be blurred. These also serve particular roles:
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