Join Us For An Upcoming Seminar A Matter of Trust – How to Protect Your Home and Avoid Probate™ 

Join Us For An Upcoming Seminar  A Matter of Trust – How to Protect Your Home and Avoid Probate™ During this educational seminar we will address: – The Methods Used to Avoid Probate – How a Trust Can Protect Your Home When to Use an Irrevocable Trust Versus a Revocable Trust Tuesday, November 13, 2018 12:00-1:30 pm Alitalia Pizzeria… Read More »

Can I Revoke My Irrevocable Trust?

When it comes to protecting your assets from the costs of a long-term illness, such as a nursing home, the Medicaid Asset Protection Trust is a staple planning technique.  It is an effective way to protect your home (and other property) as well as certain liquid assets in the event you require long-term nursing home… Read More »

Four Steps to Help Avoid Intra-Family Conflict After Passing

Relationships are complicated.  Familial relationships can be more so complicated than any other relationship.  Conflicts can arise between spouses, siblings, generations, and in-laws.  Intra-family conflicts can occur where a family member is favored over others or is perceived to be favored over others.  A conflict can also occur where a family member who is named… Read More »

WHAT IS MY TRUST IDENTIFICATION NUMBER AND WHY WOULD I NEED AN EMPLOYER IDENTIFICATION NUMBER (EIN) FOR MY TRUST?

A trust identification number is a number that identifies a trust, like any other legal entity, for tax purposes.   You need a trust identification number in order to put assets into your trust.  Your trust identification number will always be either 1) the Grantor’s Social Security Number, or 2) a number issued by the IRS,… Read More »

3 Reasons to Avoid Probate

When a person dies, his or her estate may need to go through probate. If the decedent leaves a will directing how his or her property should be distributed after death, the will must be submitted to the probate court so that it can be approved as a valid document. During this process, all of the… Read More »