Month: August 2024
Deciding Who Gets What in Your Estate Plan
Don’t Let This Crucial Question Derail Your Estate Plan: Who Will Inherit Your Assets? Creating or updating your estate plan can…
Dynasty Trust Blog #2
How a Dynasty Trust Works and Its Benefits Creating and funding a dynasty trust involves collaboration with experienced estate planning attorneys and…
Dynasty Trust Blog #1
What Is a Dynasty Trust and Why Should You Consider One? Planning for the future of your family’s wealth is a complex…
Questions to Ask When Hiring a Fiduciary
Estate planning is essential, even if you’re single. It’s all about laying out your wishes for handling your money, property, and medical…
Myths and FAQs: Estate Planning for Singles
Myth 1: If I don’t have an estate plan, all my money and property will go to the state. False. While…
Why Singles Should Worry About Estate Planning
Let me tell you, estate planning is a big deal, and it’s not just for families or married couples. Singles, you need…
What is a Fiduciary?
What is a Fiduciary? A fiduciary is a person or organization that acts on behalf of another person, putting their client’s interest…
Myths and FAQs: Planning with a Right of Occupancy Trust
Myth 1: If you leave real property to someone, that person will decide what happens to it when they die. The way…
Right of Occupancy Checklist
Giving a loved one the right to occupy a piece of real estate after you have passed away is a great…
