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21 12, 2015

Benefits of a Financial Power of Attorney

By | 2017-09-11T01:56:35+00:00 December 21st, 2015|Asset Protection, Estate Planning, Succession Planning|Comments Off on Benefits of a Financial Power of Attorney

Introduction Many of our estate planning clients have heard about a Financial Power of Attorney but are not clear as to why they should have one or how they might benefit from having this legal document. At the outset, it is important to consider, “Who takes care of my financial interests if I become incapacitated [...]

9 11, 2015

Is a Testamentary Bypass Trust Right for Me?

By | 2017-09-11T23:26:04+00:00 November 9th, 2015|Asset Protection, Business Contracts, Estate Planning, Wills and Trusts|Comments Off on Is a Testamentary Bypass Trust Right for Me?

Introduction Whether you are a business owner reflecting on your succession planning needs, or an individual who has amassed significant assets from sources other than a business, if you are married, a testamentary bypass trust should be considered in your estate planning process. What is a Bypass Trust? A bypass trust is a type of irrevocable trust and is [...]

7 07, 2015

How do I Transfer Property to My Living Trust?

By | 2017-09-11T23:38:23+00:00 July 7th, 2015|Business Law, Estate Planning, Succession Planning|Comments Off on How do I Transfer Property to My Living Trust?

Now that you have made the initial decision to have a living trust prepared, you might be asking "How Do I Transfer Property to my Living Trust"? It is first important to understand that a trust itself is not a legal entity that can hold assets like a corporation. Instead, a trust is a contractual agreement [...]

1 04, 2015

What is a Trustee?

By | 2017-09-11T23:49:00+00:00 April 1st, 2015|Estate Planning, Wills and Trusts|Comments Off on What is a Trustee?

WHAT IS A TRUSTEE? A trustee is the designated manager of a trust, and in this capacity, holds title to all the assets of the trust. These assets may include real estate, a portfolio of stocks, bonds and similar instruments, a closely held business, coin and art collections or any number of assets.A trustee can [...]

27 03, 2015

What Is Estate Planning?

By | 2017-09-11T23:49:14+00:00 March 27th, 2015|Estate Planning|Comments Off on What Is Estate Planning?

Estate planning is vital so that all of your assets are managed and taxes and court costs reduced during your lifetime and upon or after your death. The good news is you do not need to be sick or dying to start estate planning. In fact, many people initiate the process at a relatively young [...]