Legal Documents2019-03-11T20:39:48-07:00


It is estimated that only 20% of American have a Revocable living trust, it is important that you have taken the appropriate measures to create the appropriate legal documents…

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Starting a business is an overwhelming feat, and it starts with ensuring that you have properly created and submitted your business to the correct agencies.

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After experiencing the loss of a loved one the last thing that one wants to do is spend hours in court trying to navigate the complicated probate system…

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712, 2018

Why Estate Planning Is Important

By |December 7th, 2018|Legal Documents|

Why Estate Planning Is Important Estate planning is important as a component of your financial life. But many people put it off because the topic upsets them or they think they are not rich enough or old enough to worry about it. But it is something vital for everyone to take care of. In this article, we will go over some of the many reasons why estate planning is important. Directs Your Wealth Where You [...]

1311, 2018

Irrevocable Trust FAQs

By |November 13th, 2018|Legal Documents|

Irrevocable Trust FAQs An irrevocable trust is often a confusing estate planning document to many people. In this article, we will go over commonly ask irrevocable trust questions to help you better understand them and how they work. What is an Irrevocable Trust? An irrevocable trust is a type of estate planning document. It avoids probate. But you cannot change it once you sign it. You also lose control over any assets placed into [...]

510, 2018

Probate FAQs

By |October 5th, 2018|Legal Documents|

Probate FAQs Probate is a complex legal process and leaves many people confused and with unanswered questions. In this article, we will go over probate FAQs to help guide you along in the process. What is Probate? Probate is the court-supervised process that is often necessary to distribute assets after someone passes. It becomes necessary if someone passes with or without a will. Most banks and financial institutions require court approval documents to give [...]

1409, 2018

Choosing Your Trustee

By |September 14th, 2018|Legal Documents|

Choosing Your Trustee A trustee is an entity or a person who you appoint to manage your trust after you can no longer manage the trust yourself. For a Revocable Living Trust, this person is your successor trustee. In this article, we will go over what you need to know for successfully choosing your trustee. Duties of a Trustee A trustee is a fiduciary. This means the trustee must act in the best interests [...]

2108, 2018

Things Living Trusts Do Not Accomplish

By |August 21st, 2018|Legal Documents|

Things Living Trusts Do Not Accomplish Living trusts are very helpful and essential estate planning documents. With a living trust, you are able to avoid probate and keep your affairs in order while you are ill and when you pass. Unfortunately, they do not accomplish everything, and it is important to be aware of their limitations. In this article, we will go over four things that living trusts do not accomplish. Do Not Dictate [...]

1107, 2018

What Happens When You Don’t Have a Trust

By |July 11th, 2018|Legal Documents|

What Happens When You Do Not Have a Trust Many people wonder what the exact benefits of having a trust are. One of the best ways of illustrating the benefits is to go over exactly what happens when you do not have a trust. In this article, we will go over two different scenarios: if you pass with a will and without a will. These scenarios are based on probate laws in the State [...]