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Pre-Pay For Funeral Arrangements With A Totten Trust
If you're interested in setting money aside for your funeral but aren't interested in pre-paying any funds to a funeral home, a...
Pre-Pay For Funeral Arrangements with Funeral Insurance
A simple funeral insurance policy can be purchased, with the funeral home as the beneficiary. This way, upon your death, the...
Pay For Funeral Arrangements With Medicaid
If you are covered by Medicaid, you are allowed to set money aside for future funeral expenses.
Financial And Insurance Documents You Need To Share
For various financial accounts and holdings, and for different legal arrangements, you'll need to gather different types of...
Estate Planning Documents You Need To Organize and Share
Your estate planning documents will be essential in the settling of your estate, including getting through probate. By organizing...
Locating Important Documents, Files, And Account Information
Before you begin settling the estate and sorting out the affairs of the person who died, you’ll want to collect some key...
All You Need To Know About Trusts
Set up Trusts to minimize estate taxes, avoid probate, and seamlessly transfer your assets to your heirs.
All You Need To Know About Organizing Important Documents
Our endgame is simple: Make all the paperwork in your life manageable so you don’t overwhelm the people you leave behind.
8 Signs Your Family Will Fight Over Your Estate
Death is agonizing enough without the added unseemliness of heir warfare. Here are some warning signs that there might be strife...
Estate Planning For Your Pets
America is approaching a belly rub crisis. Or, in the case of cats, that spot right above their tail that makes them like you for...
Checklist: Documents To Organize And Share
Here are some of the essential documents, accounts, and types of information you should organize and have at the ready before...
Pre-Pay For Funeral Arrangements With A Trust
If you want to pay for your funeral arrangements ahead of time, one way to pay is through a trust that the funeral home sets up....
Pre-Purchase Goods And Services from A Funeral Home
Making funeral arrangements for yourself is a way to take some of the logistical and financial stresses off of your family and...
How To Fund Trusts
Living Trusts and Testamentary Trusts are funded differently. Find out how below.
How To Write A Pour-Over Will
A Pour-Over Will funnels any assets in your name into an already-created Trust when you die.
How To Name Life Insurance Beneficiaries
The Beneficiaries named in your Life Insurance policy are the people who will receive the payout when you die. Choose wisely.
How Trusts Can Save You Money In The Future
A Trust is a legal arrangement in which a certain amount of property or assets is held by a person or entity for the benefit of...
What Is An Irrevocable Life Insurance Trust (ILIT)?
An Irrevocable Life Insurance Trust (ILIT) is used to avoid estate taxes on insurance payouts.
The 4 Different Types of Trusts
In estate planning, Trusts can be established to easily transfer assets to heirs. With the right set-up, assets in a Trust...
What You Need To Know About Living Trusts
A Living Trust, also called an “inter-vivos trust,” is a Trust that becomes effective during your life.
What Are Testamentary Trusts?
A Trust that goes into effect after your death is known as a Testamentary Trust and is often created as part of a Will.
How A Revocable Trust Lets You Keep Control
A Revocable Trust allows you to retain control of all the assets in the Trust.
Why Assets In An Irrevocable Trust Aren't Yours Anymore
An Irrevocable Trust requires you to give up all ownership rights to the assets in the Trust, as well as your right to change the...
How Beneficiaries Reap The Reward Of A Trust
Beneficiaries of a Trust are the people or organization(s) who are named as the recipients of any benefits of the Trust. The...
How To Name A Trustee
Generally, Trustees are responsible for managing, investing, and distributing the property in the Trust. Depending on what your...
What Are The Duties Of A Trustee?
Trustees are responsible for managing, investing, and distributing the property in the Trust. This includes administration and...
How To Choose Trustees
Bottom line: Trustees are in charge of managing a Trust.
How To Set Up Trusts
Setting up Trusts can be done online or with the help of a Trust and estate attorney.
How To Name Inheritors And Beneficiaries
When creating a Will, you have the right to give your assets or property to whomever you choose.
From our Blog
Hawaii Five-0 Lets Carol Burnett Live
A recent episode of Hawaii Five-0 went beyond the call of planning duty and covered all of these things: Life Insurance...
The WSJ Keeps the Digital Estate Bandwagon Rolling Along
Source: The Wall Street Journal Every day we’re seeing more and more stories addressing what happens to your...
Walter White Sets Up Irrevocable Trust
You don’t need to be a meth manufacturing mastermind and threaten former business associates with assassination to set up a...
Dogs and Cats Promise More Cuddles If Included In Will
Your dog or cat loves you, often more than you can ever love him or her in return. You are that pet’s world. Now imagine if...
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