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What’s The Difference Between A Will, A Living Will And A Living Trust?

A WILL is a legal document created by someone to express their wishes regarding the distribution of their assets after their death.  An executor is named, whose job it is to distribute the assets to the beneficiaries according to what is stated in the will. If the value of the assets is significant, a probate will be required to legally transfer the assets to the beneficiaries.  In a will, a guardian can be named for the care of the minor children, if one is needed. A will is a fairly simple document that can be revised as circumstances change.

A LIVING […]

How Does A Living Trust Work?

A living trust is a created legal entity, separate from the person who it is created for, called the trustee.  The living trust takes legal ownership of the assets that are put into the trust. The trustee controls the assets during their lifetime. Like a will, the living trust will contain instructions on how property is to be distributed after the trustee’s death.  A successor trustee is named, who will handle the distribution to the beneficiaries (the people or organizations who will receive the assets). This transfer of property will be handled outside of probate court, saving money, time and […]

Documents Everyone Should Have in their Fire Proof Safe

What causes the biggest headache when it’s time to settle an estate and distribute assets? The answer is when important documents can’t be found. Trying to locate important papers, organize them, and sometimes complete them creates an extreme burden, the process to slow down and a unnecessary frustration. A difficult time is made much worse by the lack of pre-planning. It’s great when steps were taken to keep the matter outside of a courtroom, but it’s even better when everything is in one place to be handled efficiently. A bank safe deposit box or a fire proof safe are excellent […]

Living Trust Checklist – 6 Easy Things You Need To Know To Get It Done Now

Most people who don’t already have a living trust, know the importance of having one and do plan to have one prepared. Still, having the living trust prepared often ends up at the bottom of the “to do” list. Busyness is a big reason. Many people think that there is too much to think about and too many documents to go through to get the information needed to put their living trust together.
Just Document Preparation clients are usually surprised at the ease of having their living trust prepared and are always relieved when it has been finalized. It’s usually one […]

IS YOUR LIVING TRUST VALID?

Just because you prepared a living trust to keep your loved ones out of probate court, doesn’t guarantee they will stay out of court.
Remember that even though you have the right to distribute your assets anyway you choose, gifting your assets unevenly or disinheriting a family member could invite a legal contest, unless you take extra precaution to stamp out any potential fires before they start.
Your living trust (or will) can be questioned not only by angry family members but also by those who legitimately question the circumstances surrounding the creation and signing of your documents.
Although property is easily transferred […]