Have You Planned for Incapacitation?

By |2019-12-02T14:19:08+00:00February 14th, 2019|Estate Plannning, Trusts|

Estate planning means thinking about more than what happens to your property after you pass away. It also includes preparing for incapacity because there are many different issues that need to be addressed if you are unable to make decisions on your own. If you experience an incapacitating event, another person might have to step

Should I Transfer My Assets into A Living Trust on My Own?

By |2020-06-02T21:30:06+00:00January 29th, 2019|Estate Plannning, Trusts|

The first step to having assets officially owned by a living trust and not by you personally is to set up a living trust. However, don't forget the second and crucial step of funding a living trust, which involves making sure that the assets are transferred into the trust and officially owned through it.  When

Is It Important to You That Wealth Remains in Your Family? Use a Trust

By |2020-06-02T21:25:12+00:00January 15th, 2019|Estate Plannning, Trusts|

Trusts as an estate planning tool have become even more important in light of recent tax law changes and the growing desire for privacy and additional planning opportunities. Trusts have been the cornerstone of many wealthy families' estate plans as individual trust grantors and creators want to enhance the privacy maintained by their individual family.