We all need someone in our lives that we can call “My Person.” This idea of “my person” grew out of a saying Carolyn and I have: “thank you for being my person.” I am not quite sure when we first started saying it, but it has become a powerful...
Estate planning is about more than preparing for the inevitable. A good estate plan should also consider the unexpected. Your plan may have detailed instructions for what happens when you are no longer around, but what if something goes wrong while you are alive? If...
When creating a revocable living trust, you will most likely name yourself as the initial trustee so you can continue to manage your financial affairs. Eventually someone else will need to step in when you are no longer able to act due to incapacity or after your...
When using trusts in estate planning, a key element includes transferring the trustmaker’s real estate into the trust by recording a deed with the local recording authority. This step is crucial for ensuring that the trustee has the authority to manage and ultimately...
Right of Occupancy TrustAugust 30, 2022
