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Learn how to put your house in a trust if you have a mortgage. Discover how the Garn-St. Germain Act protects you from due-on-sale clauses for grantor trusts.
Are My Funeral Arrangements/Plans Included In My Will?
Are your funeral arrangements in will documents legally binding? Learn why these wishes might not be followed and how to secure your plans with a better strateg
Financial Powers Of Attorney (POA) And Living Trust Compared Side By Side
Financial power of attorney vs. living trust—what’s the difference? Learn how each works and why most estate plans need both.
What Is That Document That States Who Will Get Your Money And Property After You Die?
When it comes to passing on your property to friends and family, you have options. Some formal, some informal. While informal methods might seem simpler in the moment, understanding the differences between approaches can help ensure your wishes are actually carried out. Let’s explore the various ways people plan for the distribution of their assets. […]
Think a Living Trust Is Too Complicated? Think Again
I talk to a lot of people who’ve heard about living trusts and are interested in using one, but they often tell me, “I just need something simple.” The truth is, there’s really no such thing as a simple trust. Trusts are legal instruments that require thoughtful drafting, and the language used in the document […]
What Is a Testamentary Trust and How Does It Work?
When it comes to estate planning, you’ve probably heard of wills and living trusts—but what about testamentary trusts? If you’re looking for a way to provide for your loved ones while maintaining some control over how your assets are distributed, a testamentary trust might be a great option. So, what exactly is a testamentary trust, […]
After My Living Trust is Set Up, How Long Until It’s Funded?
A living trust is an excellent tool for estate planning. Think of it like a treasure chest – we build it and provide you with a couple of keys to the lock. But an empty treasure chest is essentially worthless. The same can be said for an unfunded living trust. Whether you have an existing […]
Why Writing An Estate Plan On Your Death Bed Is A Bad Idea
We all know life can be unpredictable. Estate planning isn’t exactly at the top of most people’s to-do lists, and it’s easy to put off making a will—until time starts running out. This is where deathbed wills come in—wills that are created at the very last moment, often in stressful, emotional situations. You want to […]
Wills Vs. Trusts Compared Side By Side
Wills and trusts the two most common tools used in estate planning to ensure your assets are distributed according to your wishes. While both serve the fundamental purpose of passing on wealth and protecting your loved ones, these documents function in different ways and offer distinct advantages. Understanding the key differences—such as probate avoidance, privacy, […]
How to Determine Mental Capacity for a Will or Estate Plan?
Estate planning is one of the most important steps you can take to protect your legacy and provide for your loved ones. Yet, far too often, people delay creating or updating their estate plans until they are well into their later years. While it’s never too late to plan, waiting too long can lead to […]
