Trusts can be further divided into revocable and irrevocable trusts. A revocable trust can be revoked or terminated by the Settlor at any … [Read more...] about What is the difference between a revocable and an irrevocable trust?
Are there different types of trusts?
All trusts can be broadly divided into two categories – testamentary and living trusts. A testamentary trust is one that does not become … [Read more...] about Are there different types of trusts?
What is a trust?
At its most basic, a trust is a relationship whereby property is held by one party for the benefit of another. A trust is created by a … [Read more...] about What is a trust?
What can estate planning help me with aside from deciding how my assets are distributed after I am gone?
An estate plan can do so much more than just plan for the distribution of your estate assets. Among the other common goals and objectives … [Read more...] about What can estate planning help me with aside from deciding how my assets are distributed after I am gone?
Are you prepared for your retirement years?
You have likely been saving money for retirement since you started working. Amassing assets may not be enough to prepare you for your … [Read more...] about Are you prepared for your retirement years?
What can you do to help your estate avoid probate?
Probate is the legal process that is typically required after someone dies. It can be a lengthy and costly process. It can also be stressful … [Read more...] about What can you do to help your estate avoid probate?
Do you need more than a Will to distribute your assets?
A Last Will and Testament can distribute your entire estate; however, there are several reasons why you might want to use one or more trusts … [Read more...] about Do you need more than a Will to distribute your assets?
Whom do you trust to act in fiduciary roles within your estate plan?
Even a basic estate plan will require you to appoint an Executor in a Last Will and Testament. Other fiduciary roles include things such as … [Read more...] about Whom do you trust to act in fiduciary roles within your estate plan?
Whom do you want to provide for if something happens to you?
This requires you to consider more than just how to distribute your estate assets upon your death. It also requires you to consider the … [Read more...] about Whom do you want to provide for if something happens to you?
