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November 2017 Archives

Keeping your estate plan simple, but with detailed instructions

The estate planning process is something that many people put off because they are worried that it is going to be too complicated. This isn't always the case. It is true that some estate plans are more complex than others, but we can help you to find out what you can do to simplify things for your loved ones.

Did you know there is more than one type of trust?

When it comes time to tackle the estate planning process, many people assume that the creation of a will is the only option they have. While this is something to consider, you don't want to stop there. You may find that some type of trust is exactly what you need in order to reach all your estate planning goals.

Demystifying trusts in an estate plan

Setting up your estate plan is something that can take a lot of thought, but it is worth it when you realize that you are making plans that can set your family members up after you are gone. Some people think that this is a complicated process, but it doesn't have to be. We are here to help take the uncertainty out of it.

What is a revocable living trust?

If you have ever thought about writing a will or an estate plan, you may have come to realize that many documents are required to protect different elements of your future. Some work together and others work separately to secure your needs. One popular tool in estate planning is a revocable living trust. Here we will state the purpose of a revocable living trust, why you might need one and how you can maintain it as part of your estate plan.

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