Garn–St Germain Act: What You Need to Know
It is important to let your estate planning attorney know if you own real estate that is subject to a mortgage. Most mortgages include due-on-sale clauses stating that, upon the […]
Five Things to Know Before Including a Limited Liability Company (LLC) in Your Estate Plan
When it comes to protecting your hard-earned money and property, it is important that you have the right plan, which can include a number of tools for your unique situation. […]
Do You Need a Revocable or an Irrevocable Trust?
There are two main kinds of trusts: revocable and irrevocable.
What Can a Trust Do for Me and My Family?
Trusts are often associated with the rich, but the uber-wealthy are not the only people who can benefit from using trusts. There is no minimum asset level or net worth required to set up a trust, and you can put any amount of money into a trust.
Should I Place My Home in a Trust?
Part of being a responsible homeowner is having a proper estate plan in place. After all, considering the home is generally the largest asset most people own, it’s prudent to ensure this asset is passed to the people you wish to leave it to.
Do I Need More than a Will?
You should be aware of what a will can’t or shouldn’t do.
Do I Need a Living Trust?
What Is a Living Trust?
Where Do You Score on Estate Planning Checklist?
Every so often, it’s smart to methodically go through your estate planning documents and see if any tweaks are needed. Here’s a checklist to guide you through that mission.
Can I Be Certain My Estate Plan Is Successful?
Your estate plan is much more likely to be successful, when you recognize and avoid the most common mistakes and take some key actions that often are overlooked.
If I Buy a House, Should I have an Estate Plan?
Buying a home is one of the most common triggers for creating an estate plan.
