Year: 2021

24 Sep, 2021

An irrevocable trust is generally a trust that cannot be amended or revoked once it is created, with rare exceptions. It avoids probate and has the added benefit of allowing the trust creator to transfer assets to beneficiaries weeks, months or even years after the trust creator, or settlor, dies. Irrevocable trusts can be living … Read More

12 Jul, 2021

A crucial consideration for your comprehensive estate plan involves caring for family members or loved ones with special needs. Leaving gifts to loved ones with special needs might cause unintended consequences without proper planning. Your estate plan can include a Special Needs Trust (SNT) that will ensure both funding and resource management that best serve … Read More

27 Jun, 2021

Having a thorough, customized estate plan is critical for your care and legacy. Once you have your estate planning documents, you need to keep them safe and accessible.  First, pick a safe place to store your estate planning documents in your home. This should be in a fireproof box or safe. Keeping your original estate … Read More