Category: Uncategorized
WHAT DOES FUNDING A TRUST MEAN?
Funding a trust refers to the process of transferring assets into the ownership of a trust. Trusts are legal arrangements where assets are managed by ...
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How Much Authority Does a Trustee Have Over the Stuff in My Trust?
A trustee is a person or entity responsible for managing and administering your trust according to your instructions and following state law. They are considered ...
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The Importance of Professional Guidance in Estate and Trust Administration
In my practice, I’ve encountered numerous cases where individuals attempted to manage their estate and trust administration independently, only to realize later that they had ...
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HELP – I LOST MY ORIGINAL DOCUMENTS, WHAT DO I DO?
If you lose your original estate planning documents, such as your will, trust documents, powers of attorney, or healthcare directives, it’s generally advisable to take ...
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MARCH IS NATIONAL NUTRITION MONTH
National Nutrition Month and estate planning might not seem directly related, but they both contribute to overall well-being and ensure a healthy future. Here’s how ...
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Who Needs An Estate Plan?
People often ask me how old a person should be or how much money they should have to need an estate plan. My answer is ...
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Can You Believe It’s Already March?!
Estate planning is an essential aspect of financial management that individuals should consider regardless of the time of year. March is an excellent time to ...
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Valentine’s Day and Estate Planning ♥
Valentine’s Day and estate planning might seem like an odd pairing at first, but they can be quite interconnected, especially for couples who are committed ...
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Happy Groundhog Day! It’s Time To Peek-Out and Ensure Your Legacy Will Go On!
Are you like the groundhog? Occasionally, you stick your head out of your warm, protected cave of ignorance to think about what would happen to ...
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Should You Share Your Estate Planning Details With Loved Ones?Part 2 – Disadvantages of Sharing Your Estate Planning Details
Last week, I discussed the advantages of sharing your estate planning details with your loved ones. This week, we will look at some disadvantages of ...
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