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Articles about Update a Trust
Do you worry about estate taxes and protecting your family from spending most of the inheritance you saved for them on probate. Contact us today to help you find the right estate plan for your needs.
Just adding a joint tenant to the title is not usually enough to keep from needing an estate plan. If you want to ensure that your wishes are carried out, then put an estate plan into place.
Trust funding is perhaps one of the most important aspects of any estate plan. If you create a trust to avoid probate, manage your assets, or save money on taxes, ensuring that it is properly funded is the key to the trust’s success.
Keeping your power of attorney updated will help protect you when you need it. If you are unsure when you last updated your Power of Attorney call us and we can help you get up to date!
Why keeping insurance on property held in a living trust is important. Keep reading to learn more about protecting a loved’s ones property when held in a living trust.