74% of Americans describe estate planning as ‘confusing’. We get it. The word itself is vague and the tools used are applied differently in different situations. Part of what makes …
How do the rich get richer? They protect what they have. The secret? You can too. The majority of Americans believe that estate planning is only for the rich and …
Do you have stocks that are appreciated? Do you pay taxes on distributions from retirement plans?
Powers of Attorneys come in all shapes and sizes. Making sure yours “fits” is essential to ensuring your loved ones have the tools they need to stay out of the courtroom.
You won’t cut your own bangs, but you’ll copy and paste binding legal documents…cool. Let me know how that goes.
What is funding? If you completed your trust or will and you do not know what “funding” is, then odds are your plan will not work as intended (or even at all) when life changing events occur.
So how do you avoid probate, the court system, and ensure you, your assets, and your loved ones are better protected? Simple, get a trust.