revocable trust

Properly Fund Your Revocable Trust

If your estate plan includes a revocable trust — also known as a “living” trust — it’s critical to ensure that the trust is properly funded. Revocable trusts offer significant benefits, including asset management (in the event you become incapacitated) and probate avoidance. But these benefits aren’t available if you

2021-04-12T14:55:28-06:00May 1st, 2019|

Planning for Incapacity Requires Specific Estate Planning Strategies

Most estate plans focus on what happens after you die. But without arrangements for what will happen in the event you become mentally incapacitated, your plan is incomplete. If an accident, illness or other circumstances render you unable to make financial or health care decisions — and you don’t have

2021-04-12T14:57:07-06:00February 6th, 2018|
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