Have you ever considered what would happen to your most valuable asset if something unexpected happened to you or your loved ones? Would your family be able to keep the house, or would it be lost to creditors, taxes or other external factors? A Qualified Personal...
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Wills And Trusts
How can my estate plan support my grandchildren’s education?
As a grandparent, you likely dream of helping your grandchildren achieve their educational goals. A robust education can open doors to countless opportunities and foster personal growth. But with the skyrocketing costs of higher education, many families struggle to...
What characteristics make for a good trustee?
Trusts can serve as the primary testamentary instrument of an estate. They can also help people protect their assets or provide for a loved one with special needs. There are several important considerations when creating a trust. Those considerations include choosing...
Can I move assets out of a trust I’ve created?
Creating a trust is often a smart move. You can use this legal and financial resource to shield assets, avoid probate when passing them on and otherwise control the ways in which they’re used, depending on the kind of trust you opt to set up. Whether you can move...
Is it a will if someone’s wishes are written on a napkin?
When it comes to estate planning, understanding the formalities involved can help to better ensure that any documents you – or a loved one – create are ultimately legally enforceable. What, for example, happens if someone’s wishes are written on a napkin? Can such a...
What is a dynasty trust and can it benefit your family?
All adults should have an estate plan that outlines what they want to happen if they become incapacitated and when they die. For some people, an estate plan is very simple and only includes a will and powers of attorney. For others, there’s more planning that’s...
3 mistakes to avoid when funding your trust
When it comes to estate planning, trusts stand out as a powerful tool in securing your assets, wishes and legacy. This document offers numerous benefits, from bypassing the lengthy probate process to ensuring your loved ones remain cared for even when you are no...
How a living trust can be a pathway to peace of mind
A living trust is one of the most powerful and flexible estate planning documents. It can prove invaluable during your lifetime and protect your preferences upon death. You may know it as a tool to bypass probate, but it can do so much more for you and your loved...
Irrevocable trusts: Are they right for your family?
If you are a parent, you are probably no stranger to worrying about the future. You work hard to provide for your family and want to make sure they remain protected and cared for no matter what life throws your way. This is where estate planning comes into play and,...
When should I update my will?
Drafting a will is often a good place to start if you are creating an estate plan. It can effectively relay your wishes and instructions concerning your assets, which will take effect after you pass. Aside from terms involving your properties, it could also help you...

