Do you need an estate plan that covers more than paying your debts and leaving property to your loved ones? Advanced estate planning goes beyond basic estate planning by offering additional options … [Read more...] about Is Advanced Estate Planning for You?
Choosing the right trustee is an important task. Your trust is an agreement between you and your trustee, the person who will ultimately be in charge of managing your assets and your personal … [Read more...] about Attorney as Trustee
After creating and funding your revocable trust, your estate planning task is not quite over. It is still necessary to consider whether you will need a pour-over will. You may be wondering what a … [Read more...] about When Do You Need a Pour-Over Will?
The purpose of a living trust, or a family trust, is to provide a married couple the opportunity to pass on their estates to their children in the most tax-efficient manner. There are many advantages … [Read more...] about What Happens to A Living Trust When One Spouse Dies?
Many of us spend a significant amount of time and energy accumulating our wealth. After all of that hard work, there comes a time when we need to focus our efforts on preserving the wealth we have … [Read more...] about The Difference between Traditional Estate Planning and Legacy Wealth Planning