Before taking a closer look at revocable and irrevocable trusts, it helps to know what a trust is...
Category - Previous Posts
Estate Planning Basics for Difficult Times
With all these anxieties and unknowns weighing on your mind, it might feel like there’s suddenly a...
Did Kirk Douglas Leave His Wealth to His Son Michael?
Kirk Douglas chose to leave his $61 million fortune to charity, rather than giving any to his son...
What Happens When Mom Refuses to Create an Estate Plan?
If there's a family member or a friend in your life who refuses to do their will and get their...
How Does a Spendthrift Trust Protect Heirs from Themselves?
What steps can be put into place to ensure an adult child, who makes poor decisions, will be secure...
Should I Give My Kid the House Now or Leave It to Him in My Will?
Adding an adult child to your house deed, or giving them the home outright, might seem like a smart...
Do Beneficiaries of a Will Get Notified?
In most instances, a will is required to go through probate to prove its validity. Investopedia’s...
What Do I Do If I’m Named Financial Power of Attorney?
Has a loved one named you their financial power of attorney? Are you ready to take on all the...
What are Three Areas of Giving Not to Skip?
How do you plan to pass the gift of your good financial fortune on? Defining your goals and...
Prevent Estate Administration Problems Before They Occur
If your will was signed before 2013 and you have a so-called by-pass estate tax saving trust that...