Month: May 2023

May 23, 2023

Transferring Assets into a Living Trust

Transferring assets into a Living Trust is a critical step in the estate planning process. By transferring assets into the trust, you…

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May 16, 2023

4 Ways that Retirement Impacts Your Estate Plan

Retirement can have significant implications for your estate plan. Here are four ways retirement can impact your estate plan: 1. Changes in…

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May 9, 2023

Selecting Your Fiduciaries: Five Considerations

Selecting a fiduciary is an important decision when creating an estate plan. A fiduciary is a person or institution that is appointed…

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May 2, 2023

What are the Responsibilities of a Trustee of a Living Trust?

A trustee of a living or revocable trust is responsible for managing the assets that have been placed into the trust by…

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