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...