blog & insights

Wills vs. Trusts: A Quick & Simple Reference Guide

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Confused about the differences between wills and trusts? If so, you’re not alone. While it’s always wise to contact experts like us, it’s also important to understand the basics. Here’s a quick and simple reference guide: What Revocable Living Trusts Can Do –That Wills Can’t Avoid a conservatorship and guardianship. A revocable living trust allows…

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Warning: Don’t Let Creditors Inherit from You

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Shocking to most people, the retirement account you leave for your spouse can be seized in a divorce, lawsuit, or bankruptcy. 3 Options Available To Surviving Spouses When your surviving spouse inherits your IRA, he or she generally has three options: Cash out the inherited IRA and pay the associated income tax. WARNING: the cashed-out…

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Who Should Be Your Successor Trustee?

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If you have a revocable living trust, you probably named yourself as trustee so you can continue to manage your own financial affairs, but eventually someone will need to step in for you when you are no longer able to act due to incapacity or after your death. The Successor Trustee plays an important role…

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Avoiding an Eviction

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You love your new house or apartment, but unfortunately you’ve fallen on hard times. Maybe you had an unexpected medical bill or were laid off. If you’re at the point of risking eviction, you want to avoid a lengthy legal dispute with your landlord. It is very likely they have more time and resources than…

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HELP! This Probate Is Taking Forever!

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After a loved one dies, his or her estate must be settled. While most people want the settlement process to be done ASAP, probate can take between 18 and 24 months. Yes, you heard that right. The time delays create unnecessary stress. 5 Reasons Probate Takes So Long There are many reasons why probating a…

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