How to Know if You Need an Incentive Trust

By |2022-11-17T17:02:04-06:00October 21st, 2022|Blog, Estate Planning, Tips|

Sometimes it isn't as easy as leaving everything to your kids... do you need an incentive trust? Regardless of your wealth, all of our family dynamics are different. You may have children that you want to leave everything to, but there may be one thing holding you back. Considering the maturity of your trustees [...]

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Should You Name Your Children as Trustees?

By |2022-08-25T19:52:03-05:00August 26th, 2022|Blog, Estate Planning, Estate Planning|

Should you name your children as trustees of your trust? The answer varies greatly depending on your situation. For the most part we always want to treat our children equally. Some circumstances, however, don't warrant giving your children the same responsibilities. When you are setting up your estate plan, or trust, you are naming [...]

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Estate Planning Shortcuts Could Lead to Costly Mistakes

By |2022-06-16T02:24:19-05:00June 3rd, 2022|Blog, Estate Planning, Estate Planning, Tips|

Estate planning can be an overwhelming task, leading many people to make mistakes by taking shortcuts or pushing off important tasks to complete your plan. Whether you already have an established estate plan or you’re thinking of starting one, estate planning shortcuts can lead to costly mistakes for you and your loved one. Read on [...]

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What Does Beneficiaries of Estate Mean?

By |2021-03-26T14:20:08-05:00March 26th, 2021|Estate Planning, Tips|

The Term “Beneficiaries” Beneficiary is the legal term for the person or people who will inherit your assets. You may also think of “heir” or “inheritance”, these are all related to beneficiaries. Beneficiaries of an estate may receive your assets including money, investments, property, personal belongings, etc. The beneficiaries of someone’s estate will be [...]

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