Funding a Trust in 2024: A Comprehensive Guide to Protecting Your Assets and Legacy
November 1, 2023
Creating a trust is a crucial step in estate planning, but it’s not the end of the process.
Tag: Trusts
Living Trusts 2024: What is a Living Trust and When Should You Use One?
November 1, 2023
You’ve worked hard to build a life of financial security for yourself and your loved ones. You want to ensure that your assets are protected and that your wishes are carried out after you’re gone. This is where a living trust can come into play.
A Comprehensive Guide to Living Trusts: Preserving Your Legacy and Protecting Your Loved Ones
October 6, 2023
Introduction When it comes to estate planning, one tool that often stands out for its flexibility is the living trust. A living trust, also known
Ideas for talking to your partner about saving for emergencies
June 20, 2023
Discover the importance of having an emergency fund and how to discuss saving for emergencies with your partner. Build financial security and peace of mind together.
Key Considerations for Estate Planning in 2024: Protecting Your Assets, Loved Ones, and Legacy
April 3, 2023
Estate planning is the process of creating a plan for the protection of your choices and assets during your lifetime and the distribution of your
Estate Planning Checklist – Items to Consider
February 17, 2023
Review insurance policies (life, health, disability, etc.) to ensure coverage and beneficiaries are up to date. Consider creating a will to ensure assets are distributed
Can an Executor Override a Beneficiary?
February 16, 2023
An Executor may override a beneficiary under certain circumstances
Estate Planning for Divorced Parents Protecting Your Children’s Future
February 3, 2023
Divorce can be a difficult and emotional experience, especially when children are involved. However, it is important for divorced parents to consider their children’s future
