Tag Archives: trustee

Estate Planning for Every Family: 5 Scenarios

Estate Planning is not just for the elderly. It’s not just for the wealthy. Estate Planning is for anyone who wants to protect their family and legacy after they’re gone.

But everyone’s Estate Planning needs are different and no two plans look alike. So today we’ve put together a few examples of how an Estate Plan...
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Trust Funding: Set Your Trustee Up for Success

For many people, a revocable living trust is a valuable tool to ensure that their finances are well managed during periods of incapacity and that their loved ones are financially secure upon their passing.

However, signing the trust agreement does not end the estate planning process. To work properly, the trust needs to be funded.  

What Is...

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Your Time Is Valuable: Get a Jump Start on the Estate Planning Process

We all know that time is precious, especially if you are one of our nurses or front line healthcare workers.

You work tirelessly caring for others and may not have a lot of free time to think about things like your own estate plan. However, if you are able to answer the following questions or at...
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What is Ancillary Probate and How to Avoid It

Many people own property in more than one state -

perhaps a vacation home in Florida, a rental property in a former home state, or even a car titled in another state. It is important to think about how that property will be handled as you create an estate plan. Without proper planning it may be necessary...
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