In such a busy world it is easy to delay on important matters but if something unexpected happens, you do not want to be left with regret. Let’s face it, not creating important documents such as a Living Will or a Will in advance is the same as denying yourself a voice and denying your wishes […]
read moreWhen someone we care about passes away and leaves behind assets, their estate must be settled. This process is known as probate and while most people want the process to be done ASAP, probate can take anywhere from 18 and 24 months. It’s no surprise that this time delay can cause a great deal of […]
read moreYour trust can create what is called discretionary lifetime trusts for your beneficiaries. This is a type of irrevocable trust that can provide your beneficiary with some amazing protection. Let’s take a closer look. Creating a revocable trust is a great way to protect young, troubled, or financially inexperienced beneficiaries but what if you’re concerned […]
read moreEstate planning is a task that consistently gets pushed back on our to-do list. Reasons for delaying are the usual: lack of time, feeling as though you don’t have enough assets, not knowing where to begin, or fear of discussing your own death. Whatever your reason may be for delaying, it’s important to understand one […]
read moreYou’ve raised your child, protected and guided them through life, and now they are packing up and ready to start their life as a college student. From living away from home for the first time to making new friends and creating a new social circle, there are going to be so many things they need […]
read moreCreating an estate plan is an important step in your life for a number of reasons. Before we dive into the reasons why you should be creating your own plan today, let’s start by addressing some misinformation regarding estate planning. A Revocable Living Trust is not just for the wealthy. In fact, it may benefit […]
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