by Lauren Jackson | Apr 10, 2022 | Estate Planning, Revocable living trust, Wills
As society becomes more digital, all our personal information and even some possessions are stored on the internet. Everyone seems to have email accounts, photos, social media accounts, and cloud storage just to name a few, but the list can be endless. To...
by Lauren Jackson | Jan 22, 2022 | Estate Planning, Revocable living trust, Trusts
If you have had your estate plan drafted recently and that plan included a revocable trust, your job is not quite over yet. One of the most important things must then do is fund your trust. If you do not fund your trust, the trust document and all your estate...
by Lauren Jackson | Oct 20, 2021 | Estate Planning, Joint Trust, Revocable living trust, Trusts, Wills
In 2008, Congress recognized the need for the public to understand the importance and benefits of estate planning by passing House Resolution 1499, which designated the third week of October as National Estate Planning Awareness Week. Nevertheless, according to a 2021...
by Lauren Jackson | Sep 22, 2021 | buying a home, Real Estate, real estate closing
Who could have predicted that at one moment our country and state would shut down due to a pandemic and shortly thereafter emerge into one of the hottest real estate markets in recent memory? If you are a first-time homebuyer, a competitive housing market can...
by Lauren Jackson | Jul 28, 2021 | Estate Planning
The following write-up was provided by Wealthcounsel. Among confusing legal concepts, the generation-skipping transfer (GST) tax is at the top of the list. Because of its complexity, many attorneys lump it in with concepts such as the rule against perpetuities—topics...
