Category: Uncategorized Archives

You might have heard the term “trust fund baby” thrown around in conversations, often accompanied by assumptions and stereotypes. But what exactly does it mean to be labeled as such?…

During your estate planning, you might have come across a legal term that's both important and complex: a testamentary trust.  Don't let the legal jargon intimidate you – understanding what…

Calculating your financial worth can feel troublesome, but it's an integral aspect of managing your money effectively. Understanding how to calculate net worth provides a clear picture of your financial…

When purchasing property, it’s important to know the distinctions between deed of trust vs. mortgage. These legal instruments play a pivotal role in property transactions, impacting both borrowers and lenders.…

Navigating the complexities of estate planning often introduces a myriad of legal documents, each serving a distinct purpose in securing your financial future and legacy. Among these, the certificate of…

When considering your estate planning options, you may have encountered the question of whether an irrevocable trust can be modified. Irrevocable trusts, unlike their flexible counterparts, come with certain limitations…

You may have heard about the importance of estate planning, but have you ever thought, “At what net worth do I need a trust?” It's a common question among individuals…

When planning for retirement, figuring out how much money you can spend each year without running out can be tricky. This is where the 4% retirement rule comes into play.…

Grantor trusts are estate planning instruments that offer a lot more flexibility than the standard instruments of estate planning such as wills. In general, trusts make it possible for you…

Trusts are legal instruments that help individuals manage their assets while at the same time providing an efficient way to distribute these assets to beneficiaries upon the grantor’s demise. Trusts…