There Are Many Types of Trusts: 10 Considerations On Which Is Right For You

Considerations for Choosing a Trust

A revocable trust and an irrevocable asset protection trust are two distinct estate planning tools, each with several differing sub-types and their own advantages and limitations. Revocable Trusts A revocable trust, often referred to as a living trust, allows the grantor (the person creating the trust) to retain control over the assets placed within the…

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How Bad is Going Through Probate, Actually?

probate

Probate—a term that often sends shivers down the spines of individuals faced with the passing of a loved one. Many perceive it as a cumbersome and lengthy legal process for your loved ones to deal with, conjuring images of complicated court proceedings and significant delays. And, don’t get us wrong, it certainly can be. But…

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‘Tis the Season to Talk About Charitable Estate Planning

The holiday season is a time for giving, for cherishing our loved ones, and for reflecting on the things that truly matter in our lives. It’s a season of warmth, generosity, and selflessness. For many, it’s also a time to consider how you can leave a lasting legacy by incorporating charitable giving into your estate…

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Leave a Roadmap with Your Estate Plan

leave-a-roadmap

Estate planning is an essential step in securing your family’s financial future and ensuring your assets are distributed according to your wishes. The estate planning process typically includes creating a Will or establishing a Trust, designating beneficiaries, appointing agents and more all with the goal to minimize taxes, avoid probate, and ensure your assets go…

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3 Easy-to-Overlook Estate Planning Considerations

binoculars on picnic table with forest background

People avoid Estate Planning, either because they never outgrew that teenage feeling of invincibility, or because they overestimate the complexity of the task. Yes, drafting your Estate Plan is one of the most important things you will ever do…but that doesn’t mean it’s hard. A good estate planning attorney will walk you step-by-step through the…

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