Do you have a larger estate? This is the entity that will protect your assets, provide tax benefits for your heirs and allow you to retain control. A Family Limited Partnership is becoming one of the most popular methods to pass the equity in a larger estate to the heirs at a discounted tax rate, while retaining control, and at the same time, protecting the assets from lawsuits. read more >>
Protect, Provide and Profit With a Family Limited Partnership: Download
Using this method of charitable giving, you can actually give your assets away and keep them. It’s like having your cake and eating it, too! read more >>
Charitable Remainder Trust: Having Your Cake & Eating It Too: Download
It is a good idea to review your Living Trust and Schedule every year. Life changes rapidly and we have seen too many cases where an ex‑spouse or deceased relative is still named as Successor Trustee of a Trust! Make sure that your documents reflect what your current wishes are. It doesn’t take long to review your documents… read more >>
Revocable Living Trust - Six Point Yearly Checkup: Download
Now, you might say: “I don’t need a trust. I don’t have a large estate. I don’t need fancy planning. It’s too expensive anyway. And complicated. So I just don’t need a trust!”
And so you ask: “Why would I want to have a trust?”
I’m going to describe in a few simple words why you will benefit from a trust.
First, let me explain what a trust is. A trust is a . . . read more >>
Are your assets in trust? Do you know what to do to keep your trust out of probate? Read on to find out. It’s really simple with the right help. All that happens is you transfer all of your assets into a trust account with your name as the trustee, and transfer the title of your assets into the trust’s name. However, problems occur when people neglect to put newly acquired assets in the name of the trust. Learn how to make sure you’ve done this correctly. read more >>
Your Living Trust Might Go Through Probate!: Download
Knowing all the different kinds of powers of attorney is an important part of planning your estate. You may not need to know all the intricate details of the power of attorney, but you do need to know the basics in order to ensure that you hire someone who does. Having a power of attorney is a convenient way to make sure that your affairs to stay in order in the event of your incapacitation. read more >>
Hiring an estate planning attorney is one of the most important things you’ll ever do in your lifetime. Choosing the right attorney could mean the difference between a speedy disbursement after your death, or the hassle your family might have to go through should the wrong attorney be hired and your estate stuck in probate. There are several things to consider when hiring an estate planning attorney. Learn how to choose the best attorney for your needs. read more >>
Choosing the Right Estate Planning Attorney for You: Download
The Uniform Trust Code exists in 19 states. Do you live in one of them? Here you’ll learn what the code does and how you need to alter your revocable living trust to meet its guidelines. All of this and more is explained in detail by an experienced living trust attorney. The Uniform Trust Code provides more rights and privileges to your beneficiaries. Make sure that you’ve taken the proper steps to protect your revocable living trust and keep it out of probate. read more >>
How the Uniform Trust Code Affects Your Living Trust: Download
Learn guidelines recommended by an expert estate planning attorney to select the best possible person to act as trustee of your living trust. Choosing a person in whom you have complete faith and confidence as a trustee will give you unparalleled peace of mind. It is a small step in your estate planning, but a vital one to ensure the accurate carrying-out of your exact wishes. read more >>
Choosing a Trustee for Your Living Trust: Download
What will your loved ones face if you pass away unexpectedly and without a living trust? In this cautionary guide an industry expert outlines the truth with candor and surprising simplicity.
It also explains the additional issues if minors are involved. Estate plans, wills and living trusts are tools that ensure peace of mind for everyone involved. Some tips on getting your living trust in place are also provided. read more >>
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