Oct 31, 2019 | Estate Planning
Funding a trust simply means taking assets that are titled in your name, and transferring them to your trust. By way of an example, if you have a car, you have a title. The car is titled in your name. If you were to put that car into a trust, you would go to the DMV...
Oct 31, 2019 | Estate Planning
A Trust is a fiduciary relationship between parties, and it allows a Trustee to hold assets on behalf of a beneficiary of those assets. Specifically, a Trust can be created to direct how your assets are utilized and how they pass to the beneficiary. Normally, Trusts...
Jun 13, 2018 | Estate Planning
Have you written your will yet? If the answer is no, this is something you should not ignore. Every adult should have a written will to protect their assets and family from the unexpected If you think making a will is complicated, we’re here to help. Keep...
Nov 15, 2017 | Estate Planning
Common Estate Planning Myths Developing an estate plan involves a process that people tend to postpone until their golden years, their kids enter college, retirement, or the birth of grandchildren. While these significant life-changes certainly merit reviewing and...