While physical disabilities may not impact a client’s ability to manage their own assets, mental illnesses and age-related cognitive impairment can eventually lead to incapacitation and the inability to manage their own assets. Read more
revocable living trust
In the intricate world of personal finance, few concepts hold as much potential to safeguard and grow one’s wealth as strategic estate planning. Read more
For those who want to avoid the court-controlled process that takes place after a person’s death (known as ‘probate’)—using a Revocable Living Trust is typically the best way to do so. Read more
Whether you’ve examined your options for passing along your wealth or not, you probably know that there are a number of different possibilities when it comes to managing your wealth and handing it down to the next generation. Read more
Either a will or trust can be the foundation of your estate plan. If it’s a trust, it’s usually a revocable living trust. Read more
If having assets distributed outright to a beneficiary could cause potential problems, there are several reasons to think about creating a trust. Read more
Estate planning might sound like something that’s just for wealthy people with huge beach houses and billions in the bank. However, the truth is that estate planning is something we all need to think about. Read more
When you purchase and own a home, your name is on the title to the property, indicating ownership. However, you can transfer ownership of your residence to another person or entity in the form of a real estate trust. Read more
Although there is certainly no shortage of people with selfish or malevolent intent, a great number of estate plans that end in disaster are due to unintended consequences. Read more
