by Elliott Feldman | Jan 14, 2022 | Estate Planning
Last week we explained how revocable living trusts and irrevocable trusts work, and we discussed the process of transferring the legal title of your home into a trust to ensure it’s properly funded. Here in part two, we will outline the key advantages of using a trust...
by Elliott Feldman | Jan 14, 2022 | Estate Planning
If you are like many homeowners, your home is likely your family’s most valuable and treasured asset. In light of this, you want to plan wisely to ensure your home will pass to your heirs in the most efficient and safe manner possible when you die or in the event you...
by Elliott Feldman | Dec 29, 2021 | Estate Planning
Why do most estate plans fail? Most of the plans being created these days are one-size-fits-all form documents. Literally control F where John becomes George and Jane becomes Susan. This is a major problem because, think about it, are the needs, desires, and goals...
by Elliott Feldman | Nov 2, 2021 | Estate Planning
Being asked by a loved one to serve as trustee for their Trust upon their death can be quite an honor, but it’s also a major responsibility—and the role is definitely not for everyone. Indeed, serving as a trustee entails a broad array of duties, and you are both...
by Elliott Feldman | Oct 22, 2021 | Estate Planning
Ok, so you may own a home, have kids, and you may be middle class, but certainly may not rich, do you really need a Trust? Yes, you do. In fact, if you’re not rich, then it’s even more important for you to get a Trust and we’re going to discuss why that is. Now, when...
