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Preserving & Protecting


Trust funding is essential

While there are a multitude of different trust types, they all have one thing in common:  Every trust must be “funded” with assets in order to receive the intended benefit.  Funding a trust is arguably the most important (and most neglected) step when utilizing a...

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Trusts 101: Do you need one?

There are many options to consider when creating an estate plan. So much so, that all the terms can get confusing. Wills. Trusts. Powers of attorney. It's so confusing that one study shows only 40% of people have a will or trust. That's an alarming number, and may be...

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Choosing the right trust for you

If you want to ensure that your assets are handled the way you want them to be handled, or you want to make sure your relatives can avoid probate court, a trust might be a good option for you. There are a few different types of trusts, but all trusts are just legal...

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