Category Archives for Estate Planning

Disadvantages To Putting Assets In A Revocable Trust

There really aren't any disadvantages to putting assets into a Revocable Trust.

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Number 1 Estate Planning Mistake

Really there are two Number 1 Estate Planning Mistakes

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Number 1 Mistake People Make With A Trust Estate Plan

Failure to properly fund your trust is the biggest mistake you can make with a trust. Without proper funding your trust will not work the way that it should during your incapacity and after your death.

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How We Distribute Assets To The Last Penny

We don't know exactly how much we will have in assets when we pass away. That fact leads some people to wonder how they can state in their estate plans how much each of their beneficiaries will get.

We solve this problem by using percentages or fractions for the assets in the estate to each of the beneficiaries.

So while we won't know exactly how much every beneficiary will get, we will know that all the assets will be distributed down to the last penny.

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