Nov 25, 2025 | Insights
What Happens to Accounts and Property Left Out of Your Trust? For many people, avoiding a conservatorship or guardianship during their lifetime and probate at their death are the main reasons they set up a revocable living trust. You may believe that once you sign...
Nov 18, 2025 | Insights
What Does It Mean to Fund Your Trust? Funding a trust is the process of transferring ownership of your accounts and property from you as an individual to yourself as the trustee of your trust. Although the trust will technically own the accounts and property after the...
Nov 11, 2025 | Insights
Yes, everyone needs a will, a trust, or both. These important tools ensure that your legacy will be carried out according to your wishes and allow you to provide for loved ones after your passing. A properly prepared trust can also help avoid probate, which is a...
Nov 4, 2025 | Insights
Many people believe that a simple will is all they need to accomplish their goals for the future. However, a flawed estate plan can create just as many headaches, heartaches, and expenses for your loved ones as having no plan. Life changes, laws evolve, and even the...
Oct 28, 2025 | Insights
Estate planning often feels complex, leading many people to rely on assumptions that can have devastating consequences for their loved ones and their legacy. From who can make decisions for you to whether you need an estate plan, common myths can stand between you and...
Oct 21, 2025 | Insights
Estate planning often feels complex, leading many people to rely on assumptions that can have devastating consequences for their loved ones and their legacy. From who can make decisions for you to whether you need an estate plan, common myths can stand between you and...
