I am often asked about the difference between wills and revocable trusts, so I thought it important to explain the purpose of each. Wills and revocable trusts basically do the same thing – each is a ...

Wills and revocable trusts basically do the same thing – each is a document in which you give away your assets to your beneficiaries upon your death. Both can be revoked and changed whenever and as ...

Revocable trusts can go by other names like living trusts, inter vivos trusts or even “loving” trusts, but their purpose is the same: to address the problems that traditional last wills and testaments ...

The basics of trusts are easy to understand. Trusts are legal entities that allow one party to manage assets for the benefit of another. They involve three key roles: the grantor who establishes the ...

Trusts can be a great tool to simplify the process of moving assets between generations, helping avoid some of the costs and delays associated with the process. Revocable trusts are a useful solution ...

Trusts are key tools in estate and legacy planning. There are different types of trusts clients can use depending on their goals. Goals are always the starting point when creating a plan. From there, ...

When it comes to safeguarding your assets and ensuring a smooth transfer of wealth, the decision between creating a trust or ...

Recently I spoke to a group of very nice people at a church. Fortunately for me, and for the people I spoke to, most of my discussion was answering their estate planning questions. Although I was ...