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...
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...
Wills and trusts serve many of the same purposes, so it is natural that the two are often confused. Both are important estate planning tools that help you organize your assets and ensure they are passed to the right people when you die. Both require the help of an...
For many folks, trust funding is an alienating concept. Often, when we think of trust funds, we think of privileged socialites flexing their fancy lifestyles, and while this is a reality, it represents only a sliver of the ways trusts are used. Misconceptions like...
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