December 4, 2014Estate Planning, Trusts, Wills Estate Planning 101 – The Basics Estate planning is the process of determining how to manage your property and assets during your lifetime and following death...
October 7, 2014Long Term Care, Long Term Care Planning, Trusts Why Would One Use A Trust to Help Plan for Long Term Care? Planning for long-term care involves the consideration of many factors. There are a number of reasons that trusts can be...
October 2, 2014Probate, Revocable Living Trusts, Short QA How Does a Revocable Living Trust Avoid Probate? Once assets are transferred to the trustee, the trustmaker no longer holds legal title to them. If the trustmaker dies,...
September 30, 2014Living Trust, Trusts What is a Living Trust? A living trust is simply a trust that is created during your lifetime as opposed to a testamentary trust that...
September 15, 2014Trusts When Should You Use A Trust? Are There Different Types of Trusts? When would it make financial sense to place our assets in a Trust? A trust is an estate planning document...
August 21, 2014Special Needs Trusts, Trusts What is a Special Needs Trust? While the majority of the clients we see love their children equally and wish to treat them equally when they...