Those who put a house into a trust may find several benefits. Most people find their home is the largest single asset they own. Whether
Updating a last will and testament or a trust may be necessary one or more times after the initial creation of the estate plan. Many
Estate planning reduces financial frustrations when settling an estate. Perhaps you have heard the phrase, “failing to prepare is preparing to fail.” Although many attribute
A pour-over will can help tie up loose ends. Revocable Living Trust-based plans work as intended when the trust is funded. Some assets are placed
Wills and trusts are both useful estate planning tools. The debate over whether wills or trusts are better in estate planning has been argued by
Proper planning can help you avoid estate conflict. Some people seem to thrive off of drama. No, really. This is evident in the plethora of
Heirlooms can trigger conflict among families. While many people value money as an inheritance, family heirlooms are often considered priceless. It makes sense. People can
Storing legal documents in a secure location is necessary. Some people are meticulously organized. Others are fairly tidy but have no rhyme or reason for
Living trusts and wills are both effective in distributing an inheritance. In times past, ancient pharaohs and other royalty were buried with portions of their
A letter of instruction supplements legal estate planning documents. Some things are unnecessary but are helpful. For example, TSA pre-check and Global Entry are not
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