* Note: Fees contingent upon complexity and assets involved in your specific situation.
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A third stimulus bill was passed by and signed by President Biden on March 11, 2021. This bill aims to provide support as our national vaccination effort leads us to a saturation point (i.e., heard immunity), expected sometime in the summer of this year. So with all this federal spending, will the Government’s house of cards come crashing down soon after the coronavirus loosens its grip? Let’s explore where our real concerns should lay given all this.
Once you’ve created your Trust documents, there are three important steps to consider. First, you’ll need to sign and execute your Trust documents. Second, you’ll want to fund your Trust with your most valuable assets. Finally, you’ll want to perform periodic check-ups to ensure that your Trust is up to date.
We might be in the thick of things from many perspectives, and without doubt, disruption to daily life around the planet continues unabated. Given all this, in this post, we’ll cover where we are, how we got here, and where we might go from here.
Now that we’ve explored some key differences between Wills and Trusts, and we’ve covered some important terminology, let’s look into why a Revocable Living Trust might make sense for you.
Finance is often simple concepts and easy math wrapped around complicated lingo and terminology. The same goes for Estate Planing. This post will break down some of the most commonly used terms and phrases that you might encounter as you build and create your Estate Plan.
Wills and Trusts are common terms, but they do not mean the same thing. Each has its own use and purpose, but improperly substituting one for the other can leave your estate in hot water.