You Are Never Too Young for An Estate Plan

You Are Never Too Young for An Estate Plan

Estate planning is definitely not a one-size-fits-all kind of deal. Every family has unique dynamics and circumstances that must be considered and examined when preparing an estate plan. As our lives evolve, so too do our needs and goals, which means an estate plan...
Tell Me a Little About Trusts

Tell Me a Little About Trusts

Who are the parties in a trust?   There are only three parties to a trust, and that’s all you need to know: 1)         Trustor: This refers to the person who created the trust and put their assets into it (think “creator”). 2)         Trustee: This is the person whom...
What’s Probate?  Sounds Scary, and It Can Be.

What’s Probate? Sounds Scary, and It Can Be.

Regardless of whether someone has a will, their family will have to go through probate (but not for assets in a trust … and we’ll get to that ). The purpose of probate is to change ownership of an asset from the name of the deceased to the name of the beneficiary. The...