It is the process or re-titling or changing the name on an asset from your individual name to that of your trust. I break down some basics about funding in this video. Creating your revocable living trust is wonderful, but not if you forget to fund it with your assets. However, creating your trust is […]
Archives for June 2018
Do You Know How to Identify the Signs of Elder Abuse?
As adults age, they run an increased risk of being abused. Research today even demonstrates that they are less likely to take proactive steps to avoid abusive situations and recognize warning signs. Unfortunately, abuse and maltreatment can occur in their own homes, in relatives’ homes and even in long-term care facilities. Unfortunately, new forms of […]
Steps to Take When Planning for Young Children
Research tells us that over half of Americans today do not have an estate plan. This is a terrifying prospect. When we choose not to create an estate plan, not only are our hard-earned life savings at risk, but also our healthcare decisions in time of crisis. Only estate planning gives immediate legal authority to […]