Client Blogs

Bankruptcy Chapter 7… After The Coronavirus

02 Oct 2020

Laid Off Due to the Coronavirus (COVID-19)? Bankruptcy Chapter 7 May Help You. No one wants to file for bankruptcy. But if you’re one of...

What Is An Affidavit and Certification of Trust?

18 Oct 2024

The Affidavit and Certification of Trust is a crucial document in estate planning that simplifies managing and protecting your assets. This single document confirms the...

Should My Trust Be A Beneficiary of My Life Insurance?

17 Oct 2024

When planning your estate, ensuring that life insurance, retirement accounts, and other financial assets are properly integrated into your Trust is essential. Unlike tangible assets...

Should I Put My Home In My Trust?

15 Oct 2024

Transferring real estate into a Trust is a crucial step in your estate planning process and necessary in order to keep your real property out...

How Do I Transfer Property Into My Trust?

11 Oct 2024

Creating a Trust is a powerful step in managing your estate, but for it to work properly, you need to transfer your property into the...

Why Your Living Trust and Durable Power of Attorney Need to Work Together

10 Oct 2024

When setting up your estate plan, you might be wondering about the roles of a Living Trust and a Durable Power of Attorney. These two...

What Happens To My Living Trust If I Move To Another State?

09 Oct 2024

If you’re moving to a new state, you might be concerned about how it affects your Living Trust. Fortunately, your Trust remains valid across state...

Can I Change My Living Trust?

08 Oct 2024

As your life changes, so should your Living Trust. Keeping it up to date ensures it continues to reflect your current wishes and circumstances. Here’s...

When Should I Update My Living Trust?

07 Oct 2024

Your living trust is a key part of your estate plan, designed to manage and protect your assets. However, as life changes, so should your...

Avoiding Probate with a Revocable Living Trust: Protecting Your Assets

04 Oct 2024

Probate can be a complicated and lengthy process, but a Revocable Living Trust offers an effective way to avoid these challenges and protect your assets....

Estate Planning for a Secure Retirement: Essential Strategies

03 Oct 2024

When planning for retirement, estate planning is as crucial as building your savings. It’s not just about protecting your wealth; it’s also about making key...

When Should My Family Consider Estate Planning?

02 Oct 2024

Estate planning is not a one-size-fits-all approach. As your family and financial situation change, your estate planning needs will evolve. Here’s a look at how...

Payable-on-Death Accounts: A Simple Way to Protect Your Assets

01 Oct 2024

Payable-on-Death (POD) accounts offer a straightforward way to ensure your assets go directly to your chosen beneficiaries without the hassle of probate. You have the...

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