Estate Planning: You have Your Estate Docs. Now what?
Executing your will and/or trust are the first steps to your estate planning. This article focuses on a few loose threads that you need to be aware of after you have your basic planning in place.
ESTATE PLANNING: Trusts
This is a straightforward, question and answer style article designed to provide a basic understanding of the key advantages to using a trust as part of your estate planning.
ESTATE PLANNING: Advantages of a Will
We all have a tendency to put off thinking about our own demise. It usually takes some kind of prompt to get us to take the time – and pay the money – to have a will drafted. That prompt may come in the form of the birth of child or development of health issues. Those are common reasons people start thinking about their last will and testament, but are they the only reasons?
ESTATE PLANNING: Move Assets to a Trust
Once you have read Part II of this series, regarding the many advantages of having a trust, you are ready to learn how to actually transfer assets to your trust.