How to Choose a Trustee for your Living Trust

Choosing a trustee for your living trust means choosing the person that will step into your shoes and make similar financial decisions as you would make for the well being of your beneficiaries. Choosing a Trustee can be a daunting job and a lot goes into deciding who that person or entity will be. In […]

5 reasons to consider establishing a revocable living trust

A revocable living trust or a living trust is customized to fit the unique circumstance of the creator during and after his/her life. A living trust effectively spells out the estate planning objectives of the trustor and helps determine where the assets go when the grantor passes away or becomes incapacitated. In the case of […]

To Give or Not to Give: Power of Attorney

While different individuals have different purposes for creating an estate plan, one of the most common purposes is to ensure that they can use their assets in time of need. A Power of Attorney is a document that gives one or more persons the right to act on your behalf if you are unable to […]

Health is Wealth: Prepare For It Like Retirement

A comprehensive estate plan should allow you to account for unexpected situations, including health care emergencies. The most common concern is if someone becomes unable to make competent decisions or care for oneself, and has not made arrangements in advance, who has the authority to make health care decisions for that person? There is a […]

3 REASONS PEOPLE WAIT TO DO THEIR LIVING TRUST AND WILL

“We’ve been waiting 10* years do get our Trust done.” *Insert any number of years and you’ll have the most common thing that Clients tell us when they come in for consultations. Today, we discuss the top reasons behind clients delaying creating their will and trust. Reason # 3: Its not urgent (and its not […]