LIVING TRUSTS: Not Only for the Rich

​Many people have heard of a living trust, but not do understand how they actually work and how they may protect a person and his family. Most individuals first hear of trusts in the context of extremely affluent families passing down wealth from generation to...

Funding a Trust

Funding a trust is critical when you have a trust-based estate plan. A trust is a receptacle, like a bucket. Before you fund the trust, it’s like the bucket is empty. Once the Trust is funded it carries everything that has been put inside it with ease. You fund a...

Who Needs a Will?

Well first of all what does a will really do? A will is a legal document that dictates the distribution of assets when you die. A will sets a plan in motion for your belongings and assets if you pass away. If you die without a will there is no plan only state law. ...