Choosing the Right Personal Representative or Executor: One of the Most Important Decisions in Your Estate Plan
When people think about estate planning, they often focus on who will inherit their assets. Just as important, however, is deciding who will be responsible for carrying out your wishes after you're gone…
Don't Forget to Do Your Homework: Funding a Trust
Having a trust isn’t enough…you have to fund it! Learn what “funding” means and how to make sure it gets done.
What Happens to Our Capital Gain Exclusion When We Put Our Home Into a Revocable Trust?
Capital gains tax can be a real downer, so how do make sure to preserve that while we do our estate planning?
Think Before You Ask ChatGPT: Why Your AI Searches May Become Evidence Someday
Be careful about using ChatGPT or other AI…it could be used against you in a court of law.
My Loved One Is Dying…What Can I Do As Their Executor or Successor Trustee Now to Prepare?
Are you a personal representative, executor, or successor Trustee for someone who is dying? Here are your best next steps…
What Is a Trust Protector? Tennessee and Florida Trust Protector Laws Explained
Does your Trust need a Trust Protector? Read on!
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- Estate Planning
- Revocable Living Trust
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