by Rebekah Williams | May 14, 2020
irrevocable trusts A life insurance trust is a form of irrevocable trust that invests the proceeds of a life insurance policy into a trust with designated beneficiaries. Most life insurance policies are owned by the insured. The money is paid when the insured dies,...
by Rebekah Williams | May 13, 2020
Are you a Trustee? Have you been notified that you are a Trustee? If so, you are undoubtedly wondering what your duties and responsibilities will be during the lifetime of the Trust. So, what do Trustees do? This article will define the basics. The Trustor (the person...
by Rebekah Williams | May 11, 2020
There is no question that a Living Trust allows you to avoid probate – if, of course, the Trust is properly drafted and funded. But does this mean a Living Trust is more cost-effective than a Will? Many of our clients just want to know…which one costs more:...
by Rebekah Williams | May 7, 2020
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by Rebekah Williams | May 6, 2020
What are the common myths of a living trust? Many people misconstrue common knowledge with actual myths. Keep reading below to learn the five common myths I encounter in my estate planning consultations with new clients. But first, what are the benefits of a living...
