My Neighbor Says I need a Revocable Trust. Do I?
Are you taking legal advice from your neighbor? For example, Sally, your neighbor of 10 years, may be a novice legal eagle who thinks she knows the difference between a will and revocable living trust and tells you which document…
How to leave money to a charity
Many people are picking a charity or charities and choosing to leave all or a portion of their estates to nonprofits – they’re leaving a legacy of helping the less fortunate, from hunger centers to art-based nonprofits - they’re leaving…
How to Pick a Charity (And Avoid Getting Scammed)
You may have received phone calls or letters in the mail from charities requesting money for their cause. But how do you know if they’re legitimate and not on a charity watch list? If you send the requested money, you…
5 Basic Estate Planning Documents
A brief refresher on the basic estate planning documents you should be familiar with.
Incapacity Planning: Why You Need a Durable Power of Attorney
How much do you know about incapacity planning? What about a durable of power of attorney? If you’re unfamiliar with these legal matters, you may want to sit up and pay attention. A durable power of attorney [part of incapacity…
So you moved to Florida, do you need to update your estate plan?
http://https://youtu.be/aZsvbKK1Eos
Funding a Revocable Living Trust
What is "funding" your revocable living trust? Funding your trust is the process of transferring your assets from you to your trust. To do this you change the title of your assets to the name of your trust. How difficult…