July 12, 2022 •
Estate Planning Of course, just because you have a living trust doesn't mean you're all set. Here are a few of the most common mistakes people make with their living trusts.
Read MoreJune 22, 2022 •
Estate Planning Signing a prenup doesn’t indicate that you don’t have faith in your marriage, just like buying car insurance doesn’t mean you expect to get in a crash.
Read MoreJune 9, 2022 •
Estate Planning There are some obvious triggers that might prompt you to update your will, such as changes in health or marital status. There are, however, also some not-so-obvious ones to be aware of, according to financial planners and attorneys.
Read MoreMay 26, 2022 •
Estate Planning Homes are illiquid assets that produce no income and come with ongoing costs for upkeep. Those issues can cause some snags with your trust.
Read MoreMay 19, 2022 •
Estate Planning A pour-over will is a type of will that’s created in conjunction with a trust. It can help facilitate the transfer of assets, if a trust’s grantor (the person establishing the trust) has failed to transfer all intended assets into the trust. A pour-over will can be an important part of a person’s estate planning checklist.
Read MoreMay 12, 2022 •
Estate Planning Being disinherited or left out of a will is the last thing you want to discover in the wake of losing a loved one. Although it can be very hurtful to not be included, the fact that a person is disinherited does not necessarily indicate foul play.
Read MoreThe Covid-19 pandemic has increased Americans’ awareness of the need to have a will, living trust or other similar end-of-life document prepared.
Read MoreApril 29, 2022 •
Estate Planning You may have heard the term “community property.” However, do you know exactly what it means or how it could affect you?
Read MoreApril 13, 2022 •
Estate Planning When it comes to owning property in two different states, you may wonder how to manage these in your estate plans.
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