How Trust Funding is Like a Toyota

How Trust Funding is Like a Toyota

If you have a trust as part of your estate plan, is it funded? If you said, “Huh?” to that question, scratched your head, or answered with a “Didn’t my lawyer do it?”, you must continue reading! What does it mean to fund a trust? How do...
5 Mistakes of DIY Estate Planning

5 Mistakes of DIY Estate Planning

Creating an estate plan is a crucial step in securing your legacy and ensuring that your wishes are honored. There are many nuances to estate planning, and though we think we know what we need, the old adage of “you don’t know what you don’t know” holds true for DIY...

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