Call Us Today! 239.334.1141
I’m not sure my assets are properly titled into trust…
I’m not sure my beneficiary designations line up with my plan…
Either my trust was never funded properly or I never got around to making sure my accounts and assets were placed properly into trust.
A couple of years ago, a very nice couple visited with me in my office. [...]
When you have a revocable trust, does that always mean that your estate will avoid [...]
So you had your attorney draft a Revocable Living Trust. You signed it. Then you [...]
I want to make sure my beneficiary designations for things like retirement accounts and insurance are in line with my estate planning documents.
When choosing how to approach your estate plan, it’s important to realize that the different [...]
Most clients who have revocable trusts believe that there won’t be a probate opened upon [...]