Revocable living trusts have become increasingly popular in recent years, and for good reason. This type of trust offers several financial advantages when passing your assets down to your heirs. For those just starting out on the estate planning...
Wills and trusts are two common estate planning tools. With both a will and a trust, you can ensure your family will receive your hard earned assets and be protected after your death. Each of these estate planning tools, however, have benefits and drawbacks. Our...
A trust is one of the most powerful estate planning tools in existence, but unless you fund your trust, it will be of little value. Funding a trust involves transferring assets into the...
Your retirement should be a time of relaxation and enjoyment. You’ve worked hard to financially prepare yourself for your golden years. You may have stashed away significant funds in a retirement account, purchased a home wisely, and maintained a...
Creating a Will is not a one-time event. You should review your Will periodically, to ensure it is up to date, and make necessary changes if your personal situation, or that of your executor or beneficiaries, has changed. There are a number of life-changing events that require your Will to be revised, including:
One of the most difficult steps in estate planning is not a logistical one, but an emotional one: the acceptance of mortality. Although we all know that death is inevitable, most of us...
