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Wills Protect Your Family
The primary purpose of Wills and Trusts created in your Will, but not funded until after your death, is protecting your beneficiaries from themselves and creditors. Trusts created in your Will are called Testamentary Trusts. A By-Pass Trust is a great way to reduce estate taxes but it can also
How does a Trust work?
Trusts are the process by which the grantor transfers legal ownership to a person or institution (called the trustee) to manage the property for the benefit of another person (called the beneficiary).Trusts create a fiduciary relationship between the trustee and the beneficiary. The trustee must act solely in the best
Beneficiary Forms
Forgetting Your Beneficiary Forms May Defeat Your Estate PlanThe failure to correctly complete the forms that designate the beneficiaries of your life insurance policies and retirement plan accounts may undermine your entire estate plan. Here are a few tips on doing it right.Never name your estate as the beneficiary or
Durable Power Attorney
Although it does happen, it is a rare event when I suggest that a client not sign a Durable Power of Attorney (DPOA), a document that creates a legal, enforceable relationship between the person who signs it (known as the "principal") and the person who acts for the principal (known