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GENERAL INFORMATION
Educational Articles and Free Planning Resources
Trust Funding: What It Is, Why It Matters, and How to Do It Properly
Trust funding is the process of transferring ownership of your assets into your trust so the trust becomes the legal owner. Properly funding a trust is essential to ensure your estate plan works as intended, avoids probate, and allows your assets to be managed and distributed according to your wishes. Without proper funding, even a well-drafted trust may fail to achieve its intended purpose.
5 min read
Why the Same Person Fulfills Three Roles
Why do we default to the same individual serving as- Power of Attorney, Executor, and Trustee?
3 min read
Introduction to Estate Planning
This is a one page description for clients with insights to consider for the 5 primary questions they will need to consider...
2 min read
How the Documents in a Trust Based-Estate Plans Work Together.
This quick video explains how the documents in a Trust-Based Estate Plan work together. (3 min.)
1 min read
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