No matter your age or circumstance, leaving your home is tough. You’ve made memories and built a life there. It’s difficult and emotional, as it should be. But those memories go with you, and your next adventure is calling – along with new friends and a more comfortable, secure environment.
Read MoreEverybody 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 MoreFunding 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 MoreIf 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.
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