The SECURE act has been in the news a lot recently. Don’t worry, we have you covered.
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Would you ever consider traveling on an airplane with empty suitcases?
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Determining the specific amount of fees requires knowing the different elements of probating an estate. There are four categories of probate fees and costs.
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There never seems to be enough hours in the day to get all of the things done that we would need to or would like to. Often times, we have to prioritize our to-do list to take care of tasks that need our immediate attention. In doing so, the task of reviewing our estate plan falls further down the list and can potentially drop off.
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Maybe both! Many people are very confused by these two documents and their purposes.
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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.
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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.”
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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.
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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.
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