What To Do With Life Insurance Once You Set Up A Trust
Do you need to change the primary beneficiary of my life insurance once you set up a trust? The majority of people who create a trust do so to avoid probate.
Articles about Planning
5 Tips for When You Are Having Trouble Picking a Successor Trustee
When you sit down to create your estate plan, few decisions are as important as the person that you appoint as your successor trustee.
What should I consider when creating a living trust to benefit minor children?
Knowing what should be considered when creating a living trust to benefit minor children is important. Read here for more information.
What provisions for removing successor trustees should I include in my living trust?
Talking with you attorney about provisions for removing successor trustees is important in creating a great estate plan that works long term.
What is a memorandum?
A memorandum is a document that can be used with a will or living trust to leave specific property to certain loved ones. If you are going to create a memorandum, do it right!
What is Planning You Can Trust?
Planning You Can Trust is an all-inclusive team approach where our clients receive comprehensive planning for wealth, tax, and estate needs available.