Last week, we covered how it works when you create a trust through your will. This week, I’ll show you how a trust created during your lifetime (called
- Home
- |
- Archives: Estate Planning
Creating a Trust in Your Will vs. Creating a Living Trust: Part 1
You’ve probably heard that trusts help families avoid probate court and protect assets for the people you love. Maybe you’ve even talked to a lawyer who mentioned including
Protecting Your Legacy: Why Life & Legacy Planning Matters for Black Families
February is Black History Month – a time to honor the resilience, achievements, and contributions of Black Americans. It is also an opportunity to reflect on the future
Where Will You Live and How Will You Get and Pay For Care As You Age? A Legal and Practical Guide
If you’re planning for your own future or helping aging parents, understanding options for living and long-term care isn’t just about finding a nice place to live. It’s
Why So Much Money Ends Up as Unclaimed Property and What That Means for You
This February 1, states across America observe National Unclaimed Property Day, chosen to remind you about a surprisingly widespread financial problem: billions of dollars in forgotten assets currently
Frozen Accounts, Court Delays, and Grief: What Happens in the Probate Process
Your mom told you not to worry; she had everything handled. You were her power of attorney, helping her pay bills and manage her accounts. When she passed
What Happens to All Your Stuff When You Die? (And Why Your Family Is Dreading It)
You open the door to your parents’ home for the first time since the funeral. Closets stuffed with decades of clothes. Cabinets filled with china no one uses.
Wills vs. Trusts: How to Choose the Right Tool to Protect the People You Love
When you begin thinking about estate planning, one of the first questions you might ask is whether you need a will, a trust, or both. You may have
Why Your Family Needs a Mission Statement
You probably know you “should” have a will or a trust, but have you ever talked with your family about why your money exists in the first place?
Got Retirement Savings? Must Read …
The SECURE Act 2.0 brought some of the biggest changes to retirement planning in decades. While most people think it only affects their retirement accounts or may not