Being named as a successor trustee in someone’s revocable living trust document can be considered a great honor. But with that honor comes responsibility. Whether you were appointed to this role due to
revocable living trust
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You may think of estate planning as just instructions on how to distribute your assets when you pass away, but the truth is that proper estate planning can do a whole lot more.
Is your estate planning up to date? There are a few simple questions you can ask yourself to find out. Do you have a will or a trust? Without your own plan you
An estate plan that includes a revocable living trust is an excellent way to protect yourself and your loved ones upon your passing or in the event you are unable to manage your
Many people believe that once they set up a Revocable Living Trust and transfer assets into the trust, those assets are protected from lawsuits. This is absolutely not true. While Trusts commonly
Probate sounds expensive and complicated, but it is simply a standard legal procedure formalizing how assets pass from a deceased person's estate to their chosen beneficiaries or heirs. Whether or not you require
Many people choose to prepare a revocable living trust as the basis of their estate plan rather than joint ownership or a will because when it is properly prepared it avoids the public,
When a loved one dies, their money and property has to be distributed to the appropriate people according to the will, or the state’s laws if a will is not in place. Even
Client have occasionally asked us whether their estate plan can include a right of first refusal (ROFR) on assets in their estate. To illustrate this issue, here’s a hypothetical scenario: The Family Farm
Most people don’t look forward to the death of a loved one, but they may have thought about a possible future inheritance. The reality is, that when someone passes, one of the first
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