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Is Your Estate Plan Complete?

Statistics show that roughly two thirds of Americans do not have an estate plan in place. Even if you’re in the minority of people who do have an estate plan, it’s possible that your estate plan lacks critical components. It’s crucial to review your estate plan regularly, updating and revising...

The Importance of Properly Funding Your Trust

Setting up a living trust is an important tool to provide a smooth and cost-effective transfer of assets to your heirs when you pass. However, creating a trust is just the first step. The next crucial step in the process is funding the trust. “Funding the trust” refers to the...

Do I Really Need to Create a Living Trust?

The most common purpose for setting up a living trust is to protect your heirs from having to go through the probate process when you pass away.  Probate is the term used to describe the legal process in which the state court determines how the assets of a deceased’s estate...