The Benefits of Having a Living Trust
A living trust is a legal document that allows you to specify how you want your personal and financial affairs to be managed during your lifetime and after your death. It is called a “living” trust because it is created while you are still alive, as opposed to a testamentary trust, which is created after your death through your will.
Read MoreMust-Have Healthcare Documents in Your Estate Plan
Before heading into the new year, ensure that you have the appropriate healthcare documents included in your Estate Plan. A comprehensive Estate Plan has many components, but those having to do with your health are particularly important!
Here are the must-have healthcare documents that should be included in your plan. Read MoreEstate Planning Checklist
Life changes quickly and it’s important that your estate plan reflects these changes. Here is a quick list to help you ensure everything is right on track.
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