Everybody needs a will! A will is your last will and testament. That’s lawyer talk for, “here is what to do if I pass away.”
Read More
Funding a trust – we talk about it in our office all the time, but what is it anyway? It is not enough to simply sign your trust document and then tuck it way forever, never thought of again. After you create the trust, you must fund it (FUND, not FUN- though, we think trust funding is fun). Funding your trust is the process of transferring your assets (house, bank accounts, and investments) from you to your trust.
Read More
If you have a Trust, you have a Trustee. Right now, most likely, the Trustee is you. You also have a successor trustee who takes over when you (and your spouse, if applicable) can no longer serve. Having the right successor Trustee is very important.
Read More