Funding Reference Checklist
To maximize the value of your Trust, you should make efforts to transfer your assets into your Trust. Download our Funding Reference Checklist to help you make sure that you …
Can a Disabled Individual Be an Executor or a Trustee?
An important element of creating an estate plan is choosing a responsible party to handle your legal, medical, and financial affairs if you become unable to manage them yourself (i.e., …
Successor Trustee Checklist for Revocable Trust After Grantor’s Death
Below, you will find a checklist that will help you navigate being the successor trustee for a revocable trust. Preliminary Tasks Allow family grieving time and facilitate final arrangements. Order …
How Trusts Have Helped Athletes
Estate planning is not just about what happens when you die. Proper estate planning takes into consideration all aspects of your life and how to protect your accounts and property …
Estate Planning Considerations for Incarcerated Individuals
If you are preparing for or are currently incarcerated, the future may be uncertain right now. Proper estate planning may ease some of the worries you are facing. Regardless of …
Estate Planning Considerations for Religious Leaders
Our community is blessed with wonderful religious leaders. Leaders who help others grow in their faith and assist them in navigating the difficult circumstances that life may throw their way. …
Should You Own Your Timeshare in Your Trust?
Timeshares have come a long way since they first arrived in the real estate market back in the ’70s. In the early days of timeshare ownership, high-pressure sales tactics, exceedingly …
Did You or a Loved One Make Any of These Five Critical Estate Planning Mistakes?
Sadly, most Americans are indifferent to estate planning – at best – or completely ignore the issue – at worst. When it comes to estate planning, however, there are just some mistakes that …
Discretionary Trusts – How to Protect Your Beneficiaries from Bad Decisions and Outside Influences
Although leaving your hard-earned assets outright to your children, grandchildren, or other beneficiaries after you die may seem like the easiest and most desired form of distribution, this scheme will …
Lifetime QTIP Trusts – The Gift That Keeps Giving
Estate planning for married couples can be tricky when one spouse is significantly wealthier than the other, and each spouse wants different beneficiaries to ultimately inherit their estate. One solution …