There are some situations where DIY is okay. Making a birdhouse out of popsicle sticks after watching a few YouTube tutorials is a perfectly acceptable DIY project. On the other hand, DIY wills and trusts are rarely good ideas. Take poor Jane Doe*, as an example. Her...
The process of distributing your assets to family and loved ones after your death can be a complicated (and occasionally confusing) aspect of estate planning. Wills and trusts are the primary estate planning vehicles for outlining who should receive your assets and...
Creating your Revocable Trust is the first step to protecting you and your family; however, not all assets can or should be owned by your revocable trust. This episode address how to pass those assets to your loved ones while still avoiding the probate process. I...
Retirement is just another word for that moment in your life when time is no longer money. If you’ve prioritized financial security throughout your working life, this may sound like a silly joke (or a cringy one). If you haven’t prioritized financial security,...
Creating your Revocable Trust is the first step to protecting you and your family; however, in order to have the benefits the Revocable Trust offers, the trust creator (Trustor, Grantor, Settler) has the homework of titling their assets in the name of the newly...
![[Episode 10] I’ve Created a Revocable Trust, Now What? Assets That a Trust Does Not Own](https://da4f8aae.delivery.rocketcdn.me/wp-content/uploads/2022/08/082322_AssetsNotOwned-1080x675.jpeg)
![[Episode 9] I Created a Revocable Trust…Now What?](https://da4f8aae.delivery.rocketcdn.me/wp-content/uploads/2022/08/080322-WhatNow-1080x675.jpeg)
