Search Results for: "Living Trust"
A Guide for Understanding Irrevocable Trusts
A client asked us this interesting question: After my brother died, he left money in a revocable trust for my children –…
Discerning Wills and Trusts
There are different benefits to using both wills and trusts for estate planning purposes. Each state has specific laws and regulations governing…
Should You Own Your Timeshare in Your Trust?
Timeshares have come a long way since they first arrived in the real estate market back in the ’70s. In the early…
An Overview of Probate
The American Bar Association (ABA) describes probate as the legal process that recognizes a will and names the personal representative (executor) to…
Estate Settlement: What You Need to Know
You must consider certain criteria when you need to select an executor for your estate, or accept the responsibility yourself as a…
A Lifetime Money Management System for Special Needs Children
For estate planning, special needs children present a unique challenge. Optimizing your estate to use, enhance, and enrich assets for your special…
Planning for the Generational Wealth Transfer
Planning ahead is important for securing a legacy that will remain for future generations. There are always generational differences of opinion as…
Things to Know About Estate Planning
The law describes estate planning as a legal document summarizing the property a person owns and how to distribute these assets when…
How Do I Know if I Need Probate?
Probate is the legal process by which the estate is authenticated and the deceased’s assets are distributed to the beneficiaries. Whether or…
Short-Term Disability Insurance and Its Many Benefits
Imagine this scenario, an unwed middle-aged lady, Sandy, being the sole caretaker for her 85-year-old mother. Sandy still worked full time and…