August 30, 2019 |
What Can I Put in a Trust?
Not all assets belong in a trust, and knowing the difference can help you make the right choice for your assets. The easiest way to ...
Learn MoreWhat Can I Put in a Trust?
Not all assets belong in a trust, and knowing the difference can help you make the right choice for your assets. The easiest way to figure out whether or not a trust can help you is to sit down with your lawyer and make a list of all the assets you own.
There are several types of assets commonly transferred into trusts. These include: life insurance policies, antiques and collectibles, business interests, investments and money market accounts, deposits inside credit unions and banks, realy property, and stocks.
The trust is only formally set up when you take these assets and transfer them into the ownership of the trust itself. It is at this point that these assets are truly owned by the trust and under the management of the trustee you have chosen.
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Blogs for August 2019
August 27, 2019 |
Are You Holding Your Estate Cards Close to Your Chest?
Planning ahead for potential incapacitation, Medicaid use, and estate planning all feel inherently personal. In fact, they hit so close to home that plenty of ...
Learn MoreAugust 27, 2019 |
Does A Pour-Over Will Really Offer Me Any Advantages?
You might have heard the term pour-over will while discussing the possibility of a revocable living trust with your estate planning lawyer. A living trust ...
Learn MoreAugust 26, 2019 |
Have You Made These Mistakes in Your Financial Powers of Attorney?
A power of attorney document is instrumental in outlining who is eligible to step in and manage your finances if you become unable to do ...
Learn MoreAugust 21, 2019 |
Does A Pour-Over Will Really Offer Me Any Advantages?
You might have heard the term pour-over will while discussing the possibility of a revocable living trust with your estate planning lawyer. A living trust ...
Learn MoreAugust 20, 2019 |
Knowing How Your Family Dynamics Can Influence Your Estate Plan
It’s been said that your estate plan is only as good as the agents associated with it. It’s important, for example, to have conversations around ...
Learn MoreAugust 19, 2019 |
Do You Know Where Your Estate Documents Are?
Nearly half of all Americans have no estate plan at all, so you’re to be commended if you’re ahead of that curve. But once you’ve ...
Learn MoreAugust 14, 2019 |
Study Shows That Women Have Different Goals When Planning Ahead For Their Future
Whether you’re married, single, or remarried, you’ve got to have an eye towards your own future as a female. Estate planning, financial planning, and asset ...
Learn MoreAugust 13, 2019 |
How to Reduce Financial Stress with Planning
Heading off into your financial future without a clear plan and goals is like setting sail without charting your course first. It’s one of the ...
Learn MoreAugust 12, 2019 |
What Do You Need to Know About Undue Influence?
The law enables you to use tools such as trusts and wills to accomplish your goals and provide for the people you care about either ...
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