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  • Estate Planning 101

    Believe it or not, you have an estate. In fact, nearly everyone does. Your estate is comprised of everything you own— your home, other real estate, your car, and savings accounts, investments, life insurance, furniture, personal possessions. No matter how large or how modest, everyone has an estate and something in common. You need an Estate Plan…

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    5 Key Decisions to Your Estate Plan

    Completing your estate plan doesn’t need to be complicated or confusing. To help get started here are 5 main decisions you need to be thinking about.

    1. Who will manage your money when you die?2. Where will your money go when you die?

    3. Who takes care of your children if something happens to you?

    4. Who will make medical decisions for you if you are incapacitated?

    5. Who will make financial decisions for you if you are incapacitated?

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    Revocable Living Trust

    What is a Revocable Living Trust? 

    A Revocable Living Trust (Trust) is a legal document or “Living Entity” that allows an individual or couple to transfer ownership of real property and/or assets (such as a home, real estate, bank accounts, certificates of deposit, securities, life insurance, stocks, bonds, etc.) from personal ownership into the legal ownership of the trust. A Revocable Living Trust is just what the name implies, a document that is created during an individual or a couple’s life, but that can be changed or terminated at any time. A Trust allows you to decide who will receive your assets, how much they will receive, and when they receive it. A Trust allows you to choose your successor trustees, who your beneficiaries are and appoint guardians for any minor children.

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    What does the trust package include?

    Our Revocable Living Trust packages are state-specific and updated regularly. Read below to find out more about the 10 documents that are included in our Revocable Living Trust package.

    Please note: if you own or mortgage a home(s) you need to transfer it into your trust. This is legally done through a document called a deed. We can prepare one for you (or if your best friend works at a title company you could try that too) but it is vital to make sure your home is properly transferred.

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