Many people believe that trusts are only for very wealthy people, in part because of the term “Trust Fund Baby.” But actually, a trust can be a useful estate-planning tool for lots of people. To know if a trust should be part of your plan and if so, what type, you will want to discuss this with your … [Read more...] about Things To Know About Trusts
Things To Know About Wills
Creating a will alone or as part of a larger estate plan can seem a big deal. But it is a fundamental task that without it, any wishes about how you want your assets to be distributed will not be known. If you die without a will, then the state will distribute your assets through the probate court … [Read more...] about Things To Know About Wills
How Can I Get Help With Estate Administration?
When someone dies, your first thought is about final arrangements. Funeral, cremation, or burial arrangements follow. But you also must think about estate administration very soon after. Your loved one’s personal affairs must be handled as they may directly affect spouses, family members, … [Read more...] about How Can I Get Help With Estate Administration?
Asset Protection Strategies
Even the best-written will not go far enough to ensure that the beneficiaries receive what you intended. Finding asset protection strategies is key to preserving your wealth so it can be passed on as well as benefit you today. Proper asset protection planning will shield your assets that might be … [Read more...] about Asset Protection Strategies
New Year Resolution – Getting Your Affairs in Order
As we enter the New Year, many of us have a list of resolutions we’d like to accomplish. One resolution that is often overlooked but is an important one to consider is getting your affairs in order. There are many steps that can be taken to make sure that our affairs are in order so that we can … [Read more...] about New Year Resolution – Getting Your Affairs in Order