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What is a Durable Power of Attorney for Finance?

What Assets Should Be in the Name of the Trust?

Clients often have questions about whether their assets should be in their personal name or in the name of the trust. In addition, there is often confusion regarding the difference between a Successor Trustee and the person to whom you have assigned Durable Power of Attorney for Finances. With any luck this article will clear […]

Living Trusts Offer Advantages and Help Avoid Probate

Living Trusts – The Benefits & General Information

A Living Trust is document signed during the client’s lifetime. It names someone to manage the client’s assets during his or her lifetime and distribute assets after the client’s death. It is called a” living trust” because it is effective during a client’s lifetime. The term “revocable,” as related to a living trust, indicates that […]