A Trust is a legal relationship that centers on a document where you transfer the legal ownership of your assets to the trust, under the oversight of a Trustee. Creating and funding a Trust helps
There’s a lot to do when you move to a new state: Finding a new job, buying a new home, getting your kids into a new school. The last thing you may think about is
If you are named as a beneficiary for your parents’ home in their Last Will and Testament or Trust, the transfer of the home to you upon their passing is pretty much a cut-and-dry process.
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
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
