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Revocable Trust Funding

Revocable Trust Funding

Revocable trusts can be a beneficial estate planning tool. A valid Trust requires a Trustee, a beneficiary and property in the Trust.  However, the funding of a trust can be easily overlooked or put off until a later date.  You have taken time to meet with...
What is a Pet Trust?

What is a Pet Trust?

Have a Plan in Place for Your Pet So that the person you choose to care for your pet is promptly notified. So that your pet has the resources to keep the same level of care that you have provided them. So that your chosen caretaker has all of your pet’s important...
The Different Types of Home Ownership

The Different Types of Home Ownership

Real estate encompasses not only one’s primary residence but also other real estate such as a vacation home or a rental property. The ideal form of ownership varies depending on the type of real estate you own. Below, take a look at the different types of real estate...
Terms for Estate Planning

Terms for Estate Planning

Terms You Should Know for Estate Planning Estate planning is an incredibly important tool, not just for wealthy individuals or those thinking about retirement. It is important for every adult to consider an estate plan. Estate planning can help you accomplish a number...