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Estate Planning Mistakes and How to Avoid Them

Do you have an estate plan? We have mentioned in previous articles that estate plans are not just for the wealthy. There are benefits to establishing an estate plan whether you have a family or modest or complicated assets. Even though you may have created an estate plan, it is prudent to regularly review it, […]

2019 Resolutions

We have now concluded the third week of the new year. You have probably made a list of resolutions focusing on various ways to improve your outlook in 2019. As the holiday season fades away and we get back to our normal routines, have you considered ways you may improve your life this year that […]

The Benefits of a Funded Trust

The concept of “funding” a Trust involves transferring assets to the ownership of the trust. These assets include real property, financial accounts and other types of property. Fully funding a Trust ensures that you and your beneficiaries receive the most benefit out of the trust that has been created. The consequence of failing to “fund” […]

What Does it Mean to “Fund” a Trust?

When a Revocable Trust is established, the individual signing the trust must transfer assets to the newly created trust. The process of retitling assets to the Revocable Trust is known as “funding the trust”, or simply “funding”. While creating a Revocable Trust is an important first step in the estate planning process for many individuals […]

When Should You Consider Changes to Your Estate Plan?

It is beyond debate that estate planning is a time and money investment that provides inestimable financial benefits for all families regardless of whether there are children or an array of financial assets. Creation of an estate plan is the first step, followed by the process of re-titling assets if the estate plan features a […]

Do You Need an Estate Plan?

Do you own a home? Have financial assets like stocks or savings accounts? Are concerned about what will happen to your minor children should you pass? Want to ensure your property is distributed in a certain order? If you answered yes to any of these questions, you need to consider estate planning. Estate planning is […]

What to Do After You Have Created a Trust

Estate planning trusts can be one of the more valuable options available to administer an individual’s financial affairs during a disability or at their death.  Clients have often found that a living trust is superior to other methods.  Most individuals understand that a trust involves the creation of a document (similar to expressing one’s wishes […]

Retirement Plan Trusts

Do you have an IRA or 401(k)? You may want to consider a retirement trust as a part of your estate plan. A majority of Americans have some type of retirement account. A retirement trust allows you to manage those accounts with distributions after death controlled in one document. Retirement trusts provide value to your […]

Protect Your Estate during a Divorce

  The legal process of divorce can be overwhelming emotionally, especially as it relates to the financial disruption that occurs with the divorce process.  Each divorcing person has an interest in protecting their financial future-not just the near term, but also following their death.  Too often the divorce process focuses attention on the immediate change […]

New Year, New Goals

The new year brings a renewed focus on opportunities and goals. Changing your real estate, preparing your estate plan, or beginning your dream business may be a few resolutions to add to your list. Our experienced team of professionals can help make your list a reality in 2018.   Real Estate Downsize. Whether you are […]

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