2024 Estate Planning; What to Consider Did you know that only one in three adults in the United States has established an estate plan? Without one, you leave your assets—and your family—vulnerable. If you pass away without completing your estate planning, the court could decide how your property and money will be divided, possibly not…
The New Year Is a Great Time to Get Your Estate In Order As you gear up for another year, you should think about your estate plan. Have you experienced any major changes over the past 12 months, such as a marriage or the birth of a child? You’ll need to update your estate plan…
Explore the Pros and Cons of Creating a Trust in an Estate Plan Wills and trusts are the primary estate planning documents that are used to transfer property after someone passes away. A will must undergo the probate process before any property is given to the designated beneficiaries. A trust, on the other hand, transfers…
What Are the Differences Between a Will and a Living Trust? When people start working on their estate plans, they often confuse the terms “will” and “trust”, so we’ll be discussing will and living trust differences below. These actually both play very important and distinct roles in estate planning. The right choice for you…
