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How to Build Freedom From Court Interference Into Your Estate Plan

Posted on: February 15th, 2017
If you feel that the matters of your estate should be kept private and that your assets should be distributed to your loved ones rather than eroded by court fees, you’re not alone....

Wills vs. Trusts: A Quick & Simple Reference Guide

Posted on: May 15th, 2016
Confused about the differences between wills and trusts? If so, you’re not alone. While it’s always wise to contact experts like us, it’s also important to understand the basics. Here’s a quick and simple reference guide....

Escape From a Bad Trust: 5 Strong Reasons to Decant Your Trust

Posted on: April 15th, 2016
When a bottle of wine is decanted, it’s poured from one container into another. When a trust is decanted, trust assets are poured from an old trust into a new trust with more favorable terms....

Wills, Trusts & Dying Intestate: How They Differ

Posted on: March 1st, 2016
Most people understand that having some sort of an estate plan is, as Martha Stewart would say, a “good thing.” Many of us don’t take the steps to get an estate plan in place because we don’t understand the nuances of estate planning....

Don’t Leave Your Trust Unguarded: 6 Key Ways a Trust Protector Can Help You

Posted on: February 15th, 2016
Can You Benefit from a Trust Protector? Generally speaking, the answer is yes. Trust protectors provide flexibility and an extra layer of protection for trust maker intent as well as trust assets and beneficiaries....

Michael Jackson’s Estate Pulled into Seemingly Endless Probate Court Battles

Posted on: February 1st, 2016
Michael Jackson, the “King of Pop,” had always been a controversial superstar. While Jackson created a trust to care for his children and other family and friends, he never actually funded it. The result? A plan that didn't actually work for him....

3 Powers to Consider Giving to a Trust Protector

Posted on: February 1st, 2015
Today many estate plans contain irrevocable trusts that will continue for the benefit of a spouse's lifetime and then for the benefit of several generations. Since these trusts are designed to span multiple decades, it is important that they include a trust protector who will have the ability to adjust the trust provisions as circumstances, beneficiaries, and governing laws change....

The Truth About Personal Risk Management, Part 2: Using Trusts in Estate Planning

Posted on: November 15th, 2014
Paying insurance premiums to protect against potential losses frees us mentally to enjoy driving a car, leave our house empty while on vacation and receive medical treatment for an injury or illness. In the same way, the use of trusts acts like insurance and can shift anxiety to comfort, turmoil to peace, and complexity to understanding....

4 Tips for Avoiding a Will or Trust Contest

Posted on: October 1st, 2014
A will or trust contest can derail your final wishes, rapidly deplete your estate, and tear your loved ones apart. But with proper planning, you can help your family avoid a potentially disastrous will or trust contest....
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