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Typically, people buy life insurance to provide funds for their families if something happens to them. However, there are other ways life insurance can benefit your estate plan. If you are considering buying a policy or changing your existing one, it is helpful to...
If you want to preserve assets for your children or grandchildren, you may already have heard about using a trust fund. Property placed in a trust fund is held and managed by a trustee for the benefit of a beneficiary. There are many advantages to creating a trust,...
It’s not unusual for parents to create a trust and make their adult children (or grandchildren) both the beneficiaries and trustees of their own trusts. That option may be fine legally and offer several advantages. However, it can also cause significant problems if...
You have decided to create a trust to protect your assets for your heirs. However, you also need to consider when and how you should terminate your trust, including what happens to any assets still in the trust when it ends. Resolving these issues can be difficult...
Trusts are popular estate planning tools because of their many benefits, but they aren’t appropriate for every situation. Even if a trust is right for you, how you structure the trust can have a significant impact on how well it will help you achieve your...
A common question when individuals come in for an estate plan is whether they need a trust. Typically, they read an article or heard from someone that trusts avoid probate, reduce taxes, protect assets, and do all these wonderful things, so they should have one...