Funding Your Trust: What You Need To Know
The person who creates a trust is called a trustor or a settlor. Once the ink is dry on a trust document, the trustor may think their work is over.…
DetailsEstate Planning Excused & How It Will Affect Your Future
We all do it. Procrastinate. How many times do we start to-do lists, then forget about them? Sometimes it just seems easier to make excuses than to act. Excuse-making is…
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Settling Grandpa Joe’s Simple Estate Plan From A Distance
Simple Estate Planning From A Distance Executors take on a lot of responsibility. Gathering assets, notifying heirs, and reviewing claims against the estate take time. It’s that much more difficult…
DetailsCelebrity Estate Planning Mistake #1: Phillip Seymour Hoffman
Sometimes It Seems Like Celebrities Have It All The world is their oyster. They’ve got money, possessions, fame, and high-paid advisers. Yet, they still make mistakes. Take acclaimed actor Phillip…
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Tips On Avoiding Identity Theft & Other Scams
You’ll read about it every day. Another person has fallen victim to a scam or their identity has been stolen. It can take years to remove inaccurate information from creditor…
Details3 Benefits To Using A Living Trust
Many estate plans include at least one trust. They’re a common estate planning tool and, for some people, they provide solutions and benefits to common problems. Depending on your needs,…
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Handing Off The Family Business & Transferring Ownership
At Some Point, The Owner Of A Family-owned Business May Need To Transfer Ownership Instead of selling the business outright to a stranger, it seems best to transfer it to…
DetailsStart The New Year Out Right: With An Updated Estate Plan
A new year is a time for reflection. Did our lives change last year? Will they be changing in the coming year? We often make resolutions to fix a problem…
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The Season Of Giving & Gift Tax?!
Though we’ve just survived another season of giving filled with carols in the air and presents under the tree, it’s not too late to think about gifts. In fact, certain…
DetailsAdd A Trust Protector To Your Estate Plan
In the heat of summer, we don’t just protect ourselves with a ball cap or a little zinc oxide on our noses. No, we add extra layers of protection. We…
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