Category Archives: Assets

Trustees and Trusts: Roles & Responsibilities

Trust certificate with pen and manila envelop

Unlike a will, a trust will help keep your estate from going through an expensive, time-consuming, and public probate process. If you set up a trust, with trustees, you still create a will, but it becomes a pour-over will, which moves (pours) your assets into your trust.

Inheritance: Should You Accept It?

Attorney working with act of inheritance and testament. Tiny man standing near tombstone, document and gavel flat vector illustration. Legacy concept for banner, website design or landing web page

The news that you will be receiving an inheritance is often bittersweet. Sadly, it means that somebody close to you died. However, you might also have mixed emotions about your inheritance for reasons that have to do with the actual accounts or inherited property. 

Vacation Property Investing

Family Vacation Property Heirs

The National Association of Home Builders reports that people owned 7.5 million second homes in 2018. This makes up 5.5 percent of the total number of homes. Such vacation property must be planned for, managed, and maintained. What’s more, they birth happy memories for their owners. Consider these estate planning questions to protect your place […]