Trusts are a part of many people’s estate plans. They ensure your assets are protected in life and typically contain instructions for those assets after your death. But trusts are often not updated on a regular enough basis. Because of their complex nature and...
How often do you find yourself saying,” I can’t believe we are already halfway through the year”? Time moves fast and it can be challenging to manage all the parts of our life. Birthdays sneak up on us, milestones come and go, and before you know it – it’s a new...
A living trust is a legal agreement in which a person’s assets can be transferred and handled by an individual or corporation. The person or company managing the trust is called a trustee. Whether or not to create a living trust is a major decision that requires...
Let’s discuss Spousal Lifetime Access Trusts, otherwise known as SLATs. Establishing one can be complex and designing one to meet your particular needs will most certainly require an estate planning expert, but doing so could be quite beneficial for your financial...
The death of a loved one creates many challenges. Of course, there is grief and a profound sense of loss and immediate plans must be made for a memorial service or funeral. But there are many other matters that need to be addressed. From closing bank accounts and...
Too often, people believe their wills will solely determine who receives their assets. While this is true for “probate assets,” which are assets that are usually owned solely in a person’s name, it is not the case for multiple non-probate assets, which are assets that...
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