Is Your Living Trust Properly Funded?

Does your Estate Plan include a Living Trust? If so, you need to ensure that you’ve taken the proper steps to fund the trust. Funding the trust is simply the process of transferring assets to it. If you don’t properly transfer assets to the trust, you won’t...

Estate Plan Maintenance

Clients, don’t forget that once your Estate Plan is in place, it’s important to revisit and review periodically. So You Think You’re Done With Your Estate Plan…

Incapacity Documents – What do you need?

A comprehensive Estate Plan is much more than just a Will – you need to ensure you have Incapacity Documents in place, too, including Medical and Durable Power of Attorneys. This article outlines what you need and why. Incapacity Planning

Estate Planning vs. Legacy Planning

“Estate planning is easy. It’s finite, calculable. What happens when you die? Who gets your stuff? How much will you owe in estate taxes and how can we prevent or prepare for it? You hire a lawyer to draft a will and possibly one or more trusts that provide for...