As we reach the midpoint of the year, it’s an ideal time to pause and review your estate plan. Life can change in unexpected ways, and ensuring your estate plan remains current is crucial to protecting your legacy and providing for your loved ones. Top Five Mid-Year Checkup Tips for Your Estate Plan 1.Review Major … Continued
When it comes to estate planning, many people think of a will as the go-to solution. However, a living trust can offer advantages that a will simply cannot provide. A living trust is an essential tool in ensuring your estate is handled according to your wishes, and it can offer peace of mind for both … Continued
Valentine’s Day Celebrate Valentine’s Day every 14th day of February. This gives us the chance to show how we appreciation people important to us. These people may be our family, friends, or someone who makes us feel special. We often give gifts to show our appreciation to our loved ones. This can be in … Continued
People with estate plans should feel that their assets and loved ones are secure in the future. That’s true, but an estate plan doesn’t mean it ends there. The Grantor of a trust may need to update their estate plans from time to time to ensure that their plans comply with the latest laws and … Continued
Estate planning is often overlooked by just about everyone. People go on with their lives without a plan for their future, and they live in the present moment. But there are only disadvantages to not planning ahead. Even celebrities will succumb to these consequences if they did not plan for their estate. Prince “Prince Rogers … Continued
What is a Living Trust? One of the most popular tools in estate planning is a “Living Trust” due to its flexibility. When a grantor creates a living trust, they can transfer ownership over their assets into the trust. The trust will allow the grantor to take control of these assets even when the ownership … Continued