While it is important to build an estate plan in the first place, it is even more important to manage it over the years. After all, what was true to your life ten years ago likely no longer remains true to it today. But how do you know when it is time to review your...
Month: June 2022
How may I transfer assets to a trust while alive and after death?
The type of trust that you create may determine when to transfer property or funds to it. Forbes notes that with a living or revocable trust, you may add assets whenever you wish. During your own lifetime, for example, you may add and sell property held in the trust...
How can I keep my will out of the public record?
After a lifetime of hard work, ensuring the distribution of your estate among friends and family per your wishes is one of the greatest benefits of estate planning. By nature, will are very sensitive documents, and keeping them private during your lifetime is fairly...