Think Wills and Trusts are for the RICH? You’re Wrong!

You might think a TRUST is something for those rich people who are dealing with their Picasso and vacation villas, oh, and don’t forget the endless amounts of cash. The truth is if you’re like me and the thousands who scrape and scrounge to save to earn enough to purchase a home, then a Trust […]

What is a Family Trust?

A family trust is a specific type of trust that families can use to create a financial legacy for future generations. There are several benefits to creating one, including ensuring your family members receive your assets, property and belongings. In a family trust, there are three parties: a grantor, a trustee and the beneficiaries. The […]

Why Should I Create a Trust?

You would establish a trust to provide legal protection for your assets, to make sure those assets are distributed according to your wishes, and to save time, reduce paperwork and, in some cases, avoid or reduce inheritance or estate taxes. A trust is a written document that allows you to legally transfer your property, assets and your […]

Wills, Trusts and Probate

How do you decide if you need to set up a trust? A will and a trust are two different estate planning tools. Your will acts as a high-level set of instructions to be used after you pass away. A will is where you name the executor of your estate and guardians for your children. […]