Revocable Living Trust
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Why a Living Trust Beats a Power of Attorney for Securing Your Legacy in the event of Incapacity
When planning for your future, it’s important to ensure your affairs are handled smoothly if you become incapacitated and when you pass away. Effective planning is always calculated to avoid guardianship proceedings. These are one of the most undesirable outcomes any family can experience. As part of this planning, you may be considering the advantages…
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Getting it Right for your Unmarried Partner: Key Estate Planning Strategies.
I often consult with unmarried couples who are deeply committed to each other yet have made the decision not to marry now – or perhaps never to marry. If you are part of an unmarried couple, estate planning takes on heightened importance for you because the reality is that the law continues to grant benefits…
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Trust Administration is a More Private Way to Transfer Wealth
The trust administration process is a preferred way of transferring wealth after a death occurs. One of the many valuable features of planning with a Living Trust is the privacy made possible through this planning technique. This privacy is available only if you have organized the management of your affairs through a trust before your death.…
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Why Would I Want A Revocable Living Trust?
Why Would I Want A Revocable Living Trust from Mark Costley This person or entity would be empowered to administer the trust in the event of your incapacitation. Learn more about North Carolina Revocable Living Trust in this presentation.
Free Estate Planning Worksheet
There’s a lot that goes into setting up a comprehensive estate plan, but with our FREE worksheet, you’ll be one step closer to getting yourself and your family on the path to a secure and happy future.