Do I need an estate plan?

Yes. Although many people believe they do not have enough assets to need an estate plan, some level of estate planning is important for everyone. A proper estate plan can provide protection and planning for temporary or permanent incapacity. Many estate plans also...

What is an Estate Plan?

An estate plan is a collection of documents that provide instructions regarding your care if you are ever incapacitated and the distribution of your assets upon death. An estate plan allows you to provide for your surviving spouse, children, and aging parents; it...

Trust Funding

A Revocable Living Trust must be funded to fulfill its purpose. Trust funding means that the creator of the trust must retitle assets from their individual name, into the name of the trust. If there are no assets in the trust at the time of death, much of the value of...

Avoiding Probate

Avoiding probate is important but most people do not know why. There are a few problems with probate. First, it can be very expensive. Second, probate is a very lengthy process that can tie up property anywhere from six months to two years. Finally, probate is a...

Choosing a Trustee

Choosing a Trustee is a very important decision. A trustee has a fiduciary responsibility to the beneficiaries. This means that the trustee will be held to a very high standard and must care for trust assets with greater care than that required of his or her own...