News & Blog

05 Feb, 2022

A revocable trust is a part of many individuals’ estate plans. The document is a legacy-driven tool that determines how your assets will be handled after you die. The assets in the trust can include real estate, investments, vehicles, bank accounts and other items.  A revocable trust is created, and revocable, during your lifetime. Assets … Read More

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