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…
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…
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…
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…
