Sep 17, 2021 | Estate Planning
Wills are not only for the rich or for those who own a lot of property. A will can protect your children, assign guardianship, divide your assets and state your wishes. Why Should I Make a Will? A will is your estate planning document and it allows you to direct the... 
Aug 3, 2021 | Estate Planning
What can you do to take control of your loved one’s assets if they die without a trust? The estate will have to go through a sometimes extensive and usually expensive legal process called probate. What is probate? Probate is a legal process that takes place... 
Jun 2, 2021 | Estate Planning, Legal Documents
You might think a TRUST is something for those rich people who are dealing with their Picasso and vacation villas, oh, and don’t forget the endless amounts of cash. The truth is if you’re like me and the thousands who scrape and scrounge to save to earn enough... 
Apr 14, 2021 | Estate Planning, Legal Documents
A family trust is a specific type of trust that families can use to create a financial legacy for future generations. There are several benefits to creating one, including ensuring your family members receive your assets, property and belongings. In a family trust,... 
Feb 23, 2021 | Estate Planning
You would establish a trust to provide legal protection for your assets, to make sure those assets are distributed according to your wishes, and to save time, reduce paperwork and, in some cases, avoid or reduce inheritance or estate taxes. A trust is a written... 
Jan 15, 2021 | Estate Planning
How do you decide if you need to set up a trust? A will and a trust are two different estate planning tools. Your will acts as a high-level set of instructions to be used after you pass away. A will is where you name the executor of your estate and guardians for your...
