What to do if You Lose Your Trust Documents? 
Losing one or all trust documents occurs more frequently than most people realize. Without the trust documents, there is no…
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How Do Your Investments Transfer After you Die?
After a person passes away, their investment accounts will be pass on to the people or entities that they designate…
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Benefits of Designating Beneficiaries on Investment, Bank, and Retirement Accounts
One of the most basic yet important actions you must take when creating your estate plan is to assign beneficiaries…
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What is “The Uniform Transfer on Death Security Registration Act”?
The Uniform Transfer on Death Security Registration Act is a law that gives people the ability to name beneficiaries who…
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The Importance of Estate Planning for Divorcing Parents
A divorce—no matter how amicable—usually causes a significant change in a person’s finances and estate planning objectives. Almost always, ex-spouses…
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Benefits of a Revocable Trust for your Rental Property Portfolio
You have saved for the down payment, chosen a safe neighborhood, and found a great property at a reasonable price.…
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Estate Planning for Digital Assets
When creating an estate plan, now more than ever you must consider how to deal with your digital assets. Below…
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10 Ways to Reduce or Avoid Estate Taxes
For over 100 years, the United States Federal Government has taxed a person’s assets that remain after they pass away.…
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Supreme Court Plans to Hear Major Second Amendment Appeal
The United States Supreme Court recently stated that they will hear the largest Second Amendment case since they ruled on…
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What is a Gun Trust?
Making a mistake when passing on your financial assets could lead to tax consequences. However, if you make a mistake…
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