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The holidays are here, and what does that mean? Soon you’ll be hearing people talking about their New Year’s resolutions. “I’m going to read at least one hour per day,” they’ll say. They’ll emphatically declare, “I’m going to work out more,” and “I’m going to eat better!” But let’s be honest—these types of resolutions require [...]
As your life changes, so too can your revocable trust. While there are numerous reasons why you may want to modify your trust, the following events are the most common that necessitate a trust amendment: The birth or adoption of a child When initially creating your trust, you may have named individuals such as siblings, [...]
Most living trust beneficiaries receive their inheritance “outright,” meaning it is distributed from the trust directly to them, so that they effectively own the inherited assets. Unfortunately, by “owning” their inheritance, your beneficiaries are then needlessly exposed to the claims of spouses in divorce, creditors, lawsuits, the loss of government needs-based benefits and potential estate [...]
