by Francis | Jun 11, 2018 | Articles
How a Divorce Can Affect Your Estate When people get married, divorce is never really on their mind but, unfortunately, life happens. It is as important to prepare for the worst-case scenario as it is to prepare for the best, and that means having plans set in place...
by Francis | Jun 9, 2018 | Articles
What is a Trustee and Why Do I Need One For My Estate? A trustee is the person who controls your trust, and it does not have to be somebody else, and at any given time you can change who your trustee is. The job of a trustee is to execute the instructions of a trust,...
by Francis | May 28, 2018 | Learn
Why A Living Trust is Important A living trust is a legal document that, when properly funded, holds your assets in the name of the trust rather than in your name. Depending on the type of trust you write, and how comprehensive it is, it can minimize or outright...
by Francis | May 21, 2018 | Learn
How to Take Care of Your Estate Taxes Unlike income taxes and probate costs, which can vary and are, relatively, not that high, estate taxes are almost always a high percentage of the entire estate that is being taxed. While these taxes are collected within nine...
by Francis | May 14, 2018 | Learn
What is an Irrevocable Trust? While most types of living trusts are revocable, and thus can be changed even after they’ve been drafted, either with a few simple updates to reflect changes in status or by being rewritten wholesale, this is a key appeal with living...
