You have decided to meet with an estate planning attorney to get your affairs in order and ensure that your loved ones are protected. Now that you have scheduled the appointment, it is time to get yourself organized and prepare for the first meeting. Before You Meet...
The term homestead may seem like a throwback to pioneer days, but homestead exemption laws are directly relevant to today’s estate planning and can play a valuable role in a modern plan. Almost every state has some form of homestead exemption law primarily focused on...
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...
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...