Blog

11
Jun

3 Estate Planning Mistakes You Don’t Want To Make

Posted by | · · · · · · · · · · · | Estate Planning

 1. Failing to name contingent beneficiaries   Life’s uncertain. We’d like to believe everything will go as planned, but it’s possible that your primary beneficiaries may predecease you. If that happens, you should always have alternate or back-up beneficiaries in place.   Also, it’s best to make a habit of reviewing the beneficiaries on your […]

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24
May

Two Trusts Worth Considering an Independent Trustee For

Posted by | · · · · · · · · · · · | Estate Planning

Independent Trustees are persons and/or entities that are responsible for administering your trust, but are not named as beneficiaries. While some trusts require independent trustees, others use independent trustees to primarily avoid a conflict of interest that may otherwise exist if the Trustee were to also be a beneficiary of the trust.   Why is […]

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01
May

Testamentary v. Living Trust

Posted by | · · · · · · · · · · | Estate Planning

A trust can be established either during a person’s life (a “Living Trust”) or at his or her death by being included in a person’s Will (a “Testamentary Trust”). Both types of trusts have the benefit of allowing the creator of the Trust (sometimes called the donor, grantor, or settlor) to put in place a […]

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