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Frequently Asked Questions
Estate Planning Quiz
IS A REVOCABLE TRUST RIGHT FOR YOU?
What types of assets do you own? If you have a bank account, life insurance, a 401(k), real estate, expensive jewelry, art, cars, boats, motorcycles,...
PLANNING FOR MENTAL DISABILITY?
One of the main benefits of a Revocable Living Trust that’s often overlooked is the ability to build mental disability planning right into the...
ESTATE PLANING QUESTIONS TO ASK YOURSELF
Has it been more than 3 years since you reviewed your estate plan, including your will, life insurance policies and any other documents? If...
DIFFERENCE BETWEEN REVOCABLE AND IRREVOCABLE TRUST
The difference between a revocable and irrevocable trust is as follows: Revocable Living Trust – With a revocable living trust, you transfer your assets into...
SOME OF THE BENEFITS OF A LIVING TRUST
A properly written and funded living trust can offer the following benefits: Avoids probate at death, including multiple probates if you own property in...
WHAT IS PROBATE?
Probate is a court-supervised process used to validate your will and distribute your property. The process takes anywhere from 6 months to over 2...
WHAT IS A LIVING TRUST?
A living trust is a legal document created by you (the grantor) during your lifetime that spells out exactly what your desires are with...