Trust Funding Guide

Funding a Revocable Living Trust A revocable living trust is a common and important estate planning tool that allows a person to consolidate ownership of their assets during their lifetime and ensure that they are distributed efficiently per their wishes upon death...

Drafting Advance Directives

What to Think About When Drafting an Advance Directive An advance directive refers to a document or set of documents that allow you to express your healthcare wishes if you were in a circumstance where you could not do so yourself. Types of Advance Directives One...

Understanding trust benefits and drawbacks

A previous article discussed the limitations of a will, and what a trust is and how it may better help you achieve your estate planning goals. A common misconception is that only the rich benefit from setting up a revocable living trust. In reality, trust-based estate...

Book Review: Living Trusts for Everyone

A will may not be the best way to protect and care for your family. In his book, Living Trusts for Everyone: Why a Will is Not the Way to Avoid Probate, Protect Heirs, and Settle Estates, Ronald Farrington Sharp clarifies a common misconception around trusts: that...