Why is Trust Funding Vital for my Estate Plan?

Why is Trust Funding Vital for my Estate Plan?

When it comes to estate planning, creating a trust is only half the battle. The next essential step is funding your trust to guarantee you protect your assets and your wishes are honored. But what exactly is trust funding, and why is it so important? In this month’s...
How to Include a Pet Trust in Your Estate Plan

How to Include a Pet Trust in Your Estate Plan

Did you know that with a pet trust you can put your pet(s) in your estate plan? It’s true! Even some celebrities have trusts for their pets. As an estate planner, I love helping people make sure their loved ones are cared for after they pass away. But when you think...
Estate Taxes—Should You Be Worried?

Estate Taxes—Should You Be Worried?

What comes to mind when you think about taxes? Most people immediately think of income tax (the annual payment we make to the government based on our earnings.) However, there’s a whole other realm of taxation that you might have heard scary things about:  estate...