A trust checking account is an essential tool for managing the finances and assets of a trust. Whether you’ve created a living trust to protect your estate or are a trustee managing someone else’s assets,
When planning your estate, deciding between a revocable living trust and a will is one of the most critical decisions you’ll make. Both tools help you control how your assets are distributed after your death,
Basic Anatomy of a Family Estate Plan Everyone needs an estate plan, regardless of your age, stage in life, and the amount of assets you have. An Estate Plan should include a Health Care Proxy
The holidays are an excellent time to talk to your family about your wishes and prepare your family for any curveballs life throws at you. We’ve prepared a comprehensive guide to help you navigate important
Buying a new home is a very significant and exciting life event. Whether it is your first home, or if you are selling your old home and moving somewhere new, there are a lot of
Bringing a child into the world is an incredibly exciting life event, however there are so many things that must be arranged and prepared in order to properly care for your new child. Between baby-proofing
Most people have the vague idea that estate planning is about passing on one’s assets to loved ones when we die. This is true, but is a bit more involved than that. Estate planning is
The question then becomes, how often should one change or update living documents such as Wills or revocable Trusts or other documents related to estate planning?
A “Trust” is a legal entity created by a settlor (also known as a grantor) that owns or “holds” assets under the authority of a person, called the Trustee, for the benefit of a third
Like most people, you probably don’t have a trust set up. But trusts have been around for hundreds of years. Trusts can be useful tools for planning how to take care of your estate and
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