Dispose of assets upon death, plan for incapacity during life Estate planning is the process of structuring a formal plan for disposal of your assets upon death and planning for an incapacity during life. If you have underage children, a third purpose of estate planning is to set guardians in place for those children if […]
Dispose of assets upon death, plan for incapacity during life Estate planning is the process of structuring a formal plan for disposal of your assets upon death and planning for an incapacity during life. If you have underage children, a...
Changing an estate plan shouldn’t be difficult. In fact, it is wise to revisit your estate plan regularly and make changes if you experience major life adjustments. How to make changes Most trusts are revocable trusts. That means that you...
Do you need a will or a trust (or neither)? One of the easiest ways to understand the difference between a will and a trust is to look at what would happen upon your death if: You did nothing You...
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