Trusts are a valuable estate planning tool. They offer a myriad of benefits, such as: The ability to pass your assets directly to your beneficiaries without going through probate court Faster transfer of assets after death The ability to set parameters for the...
Contrary to popular belief, estate planning isn’t just for those entering their golden years. In fact, everyone over the age of 18 should have certain estate planning documents in place. Learn more about estate planning necessities for young adults in my latest...
Many people make a will and think they have ensured their loved ones will inherit their assets at death. In this episode we will go over title of assets, and the effect it has on how assets pass at death. You will be surprised at the results! Podcast Disclaimer: By...
When a loved one passes away, their assets may need to go through a legal procedure called probate in which a court will determine how those assets are to be distributed. In this episode, you’ll learn more about probate and how to protect your loved ones from having...
Have you been told you need a trust, but don’t understand why or what a trust is? Do you think a will avoids probate? This episode breaks down the differences between a will and a trust, and why you may need one, or both, and discusses the effect each has on you...
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