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Estate Planning

Estate Planning

Estate Planning: I already have a trust but want to change its name. What happens?

Many people create a living trust and later decide they would like to change its name. Perhaps they got married, divorced, purchased additional property or simply wanted a name that better reflects their family's legacy. The good news is that changing the name of your...
Estate Planning — Two costly estate planning myths

Estate Planning — Two costly estate planning myths

Estate planning protects your assets and ensures your wishes are honored, but common misconceptions lead many to delay it. Two major myths can lead to unintended consequences, financial complications and emotional stress for loved ones. Myth #1: If I don’t have an...

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