A revocable trust is the central feature at the heart of a modern estate plan. But what, exactly, is it? And what does it do for you and your family? Think of a trust as your own corporation. You, the trustee, are the CEO. That means you have all the decision-making...
Families with college-bound students are often ill-prepared for medical and legal issues that may arise while their student is off at school. Now that college students are 18 years old a host of privacy laws and regulations prevent access to information that the...
A Will and a Living Trust are two (2) separate and unique documents. Consequently, there are several differences between them. The most important difference is how these documents relate to Probate, which is the Court administered process by which the decedent’s...
A Trust Amendment is a legal document that changes specific provisions of a Revocable Living Trust but leaves all of the other provisions unchanged. A Revocable Living Trust is a legal contract between the Trust’s maker, called the Settlor or Grantor, and the Trustee,...
You’ve had your will (or living trust) drawn up and have checked that task off of your “to-do” list. Where is it? Who knows where it is? And the same questions can be asked about your Power of Attorney, your Advanced Directive, Living Will and HIPAA Waiver. We...
Want to ensure your valuable assets are protected and your wishes are followed if you die or become suddenly incapacitated? Don’t forget these six crucial steps: Prepare your estate plan Remember, a complete plan includes not only a will or trust, but also the power...
Recent Comments