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What to Know About Being a Trust Beneficiary

June 1, 2020

As a trust beneficiary, you have certain rights. However, trusts can take many forms and may be governed by unique provisions established by the creator of the trust or grantor, so details will vary. First, if you are a beneficiary, it’s important to know what kind of trust you’re named in. If it’s a revocable […]

New Traditions for the Hereafter…

May 26, 2020

History and anthropology tell us that cultures past and present deal with their departed in interesting ways, such as the Vikings being launched out on ships-turned-crematoriums. Today, environmental concerns are pushing us to explore new options: Your body in soil with a tree seed or tree sapling above nurtures the tree as it nurtures your […]

Exploding 6 Estate-Planning Myths (Its for Everyone with Children and/or a Home)

May 18, 2020

Estate planning is about defining and living out your legacy during your lifetime. It enables you to enjoy the impact your plan has on the people and organizations you support. But there are a lot of myths that still need debunking: Myth #1: Estate planning is only for the wealthy. There’s a common belief that […]

Another Kind of Legacy: Your Memoir, Your Real Legacy…

May 11, 2020

Just like trust services are not exclusively for the wealthy, memoirs are not just for the famous. Every family has a story. One of the longest-lasting legacies you can leave your descendants is a memoir that can let your loved ones continue to connect with you after you’re gone. Or you can encourage parents or […]

Becoming a Part-time Landlord for Inherited Property

May 4, 2020

You’d think that the phrase “part-time landlord” would be an impossibility. Any real estate investment has to be a full-time job, right? But it can be done. How? Let’s look at some of the work involved — it’s important to know what you’re signing up for: Finding a property is of critical importance. Make sure […]