As a way to simplify the transfer of real estate, you may be tempted to add a child to the deed as a joint tenant. Although this strategy will successfully transfer the property to the…
For your trust to keep your assets out of probate court, it’s essential that you’ve funded your trust. While creating a living trust is a great step towards smart planning, “funding your trust” is an…
“Help! My parent has been diagnosed with dementia and will need assisted living soon. My advisor told me that we need to set up an irrevocable trust so that Medicaid will pay for the nursing…
A properly funded trust allows you to avoid probate, minimize taxes, provides organization, maintains control, and provides for yourself and your heirs. In its most simple terms, a trust is a book of instructions wherein…