The end of the year is the perfect time to look back at all the changes and make a few moves to protect your family and your assets in 2017.
Category: Trusts
5 Steps To Making A Living Trust
A trust is a powerful and versatile estate planning document. It can pass control over property, allow you to dictate terms for payment, avoid a costly probate process, and maintain privacy. Here’s five steps to making your living trust.
9 Red Flags In Your Estate Plan
Estate plans can have all sorts of hidden issues. You don’t need years of study or a law degree to identify some of these very common problems in your estate plan.
Ask Mike: What Is A Pour-Over Will?
I was told that a trust isn’t enough. I was told that I also needed a “pour-over will.” What is this? Why do I need it?
Sal. G.
Divorce and Estate Planning
Going through divorce can be an overwhelming experience. But if you are divorced or considering divorce, do not forget to review and change your estate plans.
Medi-Cal Asset Protection Trusts Help Seniors Get Long-Term Care
Long-term health care is expensive and can deplete a senior’s estate, leaving only a financial burden for heirs. An irrevocable Medi-Cal Asset Protection Trust can save the estate while allowing them to qualify for Medi-Cal long-term health care assistance.
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Ask Mike: Can I Refinance My Home After Putting It Into A Trust?
In this Ask Mike post, Mike answers the question “Can I refinance my home after putting it into a trust?”
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What’s The Difference Between a Will and A Trust?
Wills and trusts are both indispensable estate planning tools. They can both be used to transfer assets after death. But there are some critical differences. Knowing the difference can be key to planning an effective estate plan.
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