The Benefits of Funding your Trust with your LLC
Those who own an interest in a LLC need to make sure their estate plan addresses this asset, and a trust may be a great way to handle it.
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Amy Privette
Jun 8, 20224 min
Decoding the Right of Occupancy: a planning tool for matters of the heart & home
Including a Right of Occupancy in your trust gives you the assurance that your loved one will not be rendered homeless following your death.
Amy Privette
May 5, 20223 min
Why does the bank need a copy of my trust? SPOILER ALERT: It doesn't!
When the Bank Asks for Your Trust - JUST SAY NO! For the last few years, we have experienced historically low interest rates which have...
Amy Privette
Aug 3, 20183 min
Ya Got Trouble, Trouble with a Capital P
What does one of the most popular songs from the classic musical, The Music Man, have to do with Estate Planning? Read on to find out!
Amy Privette
May 1, 20181 min
Having a Will is not the Same Thing as Having an Estate Plan
If all you have is a Will, then you do not have an estate plan. You have a document. A Will can be an effective tool, but not by itself.
Amy Privette
Apr 24, 20181 min
Benefit of Holding Real Estate in a Trust
If you own property in multiple states, your Executor will have to conduct probate in every one of those states. There's a better way!
Amy Privette
Mar 8, 20182 min
Why is John Rockefeller in my trust?
You may be surprised to see John Rockefeller named in your trust. But, he's included to protect you from the Rule Against Perpetuities.
Amy Privette
Mar 2, 20183 min
5 P's of Revocable Living Trusts - Part 2
We are continuing our discussion of the 5 P's of Revocable Living Trusts by covering Prevention, Protection, and Preservation.
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