Search Results for: "Living Trust"
Exploring the Benefits of Living Trusts for Seniors
Unfortunately, seniors are highly vulnerable to financial abuse and scams, often falling victim to exploitation by both strangers and, distressingly, even their…
9 (Potential) Problems with Your Trust
All trusts should be reviewed every few years to make sure that they are up-to-date with the law and meet your current…
Establishing Your Trust and Choosing a Trustee
Trusts offer benefits beyond wealth accumulation, serving various purposes and addressing specific challenges that go beyond financial considerations. Particularly, trusts can effectively…
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…
Durable Power of Attorney: A Key Estate Planning Document
For most people, the durable power of attorney is the most important estate planning document available. What Is a Power of Attorney?…
3 Common Probate Questions: Estate Planning Basics
When people pass away, they leave behind assets, property, and possessions that can have sentimental and real value for surviving family members…
Choosing to Do Your Own Estate Planning Can be Risky
You may think creating your estate plan with do-it-yourself documents will save you cash. However, it can be costly in the end,…
A Guide to Avoiding Probate Litigation
There are many types of probate litigation, including guardianship and conservatorship disputes, will contests, conflicts over family real estate, and true intentions…