Consider Updating Life Insurance Policy Ownership When Modifying an Estate Plan
When you update your estate plan, consider your existing life insurance policies. Changes to the ownership of the policy may be beneficial.
Articles about Update a Trust
4 Non-Tax Related Reasons for Keeping Your Credit Shelter Trust
Now that portability can preserve both spouses’ estate tax exemptions, credit shelter trusts are less common. There are still non-tax benefits to these trusts.
5 Advantages of Estate Plan Updates for More Control Over Assets
Have an estate plan that benefits your kids? It may be time to make some updates. Learn about the benefits of provisions that give more control over assets.
12 Items to Include in Your Trust Amendment
Modifying a living trust can be a straightforward process. For more info on what Items to include in your trust amendment .
10 Most Common Mistakes Made With A Trust: 10 Most Common Mistakes Made With A Trust:
10 Most Common Mistakes Made With A Trust: #5 Failure to address change in circumstances
10 Most Common Mistakes Made With A Trust: #6 Failure To Properly Go Through Funding The Trust
Funding The Trust Is A Critical Piece Of Your Estate Planning! The trust is only good to govern the things it actually owns.