Choosing the Right Trustee

Setting up a trust as part of your estate planning can be a smart way to protect, control and ultimately transfer your assets to your beneficiaries. But it’s important to choose your trustee – the person or persons who will oversee the management and distribution of your trust – with care. Many who choose to…

The Benefits of a Revocable Trust

Traditionally, most people have relied on a will to pass their assets on to heirs. But wills aren’t the only solution. Revocable trusts have become an increasingly popular estate planning tool. A revocable trust, also known as a living trust, is a written document you (the “grantor” or “trustor”) create during your lifetime, which contains…

No Will? The Government Has A Plan For You

We are often asked, “What happens if I die without a will?” The answer is simple: You leave behind a mess for your family – one that will be managed by strangers through the court system. Leaving clear directions upon your death isn’t just a way to exercise control over your assets and important matters; it’s an act…