Charitable Remainder Trusts: A Strategic Tool for Philanthropy and Wealth Management Watch the VIDEO Here If you have read our articles or watched our videos about Revocable “Living” Trusts then you have completed “Estate Planning 1”. As you learned, a Trust is a fiduciary arrangement where Grantors (also known as Trustors or Benefactors), create and…
You’re the Successor Trustee and the Trustee Dies. Now What?
Learn about Living Trusts and how to Administer them after the Grantors have passed
Reverse Mortgages have had a lot of bad press and negative word-of-mouth over the years which has unfairly given them a bad reputation. It’s time to de-mystify the Reverse Mortgage right here, right now!
Advance Healthcare Directives The Simone Legal Complete Estate Planning package contains more than just a Living Trust; for each client it also contains a Will, Power Of Attorney , HIPAA Waiver, Final Instructions and an “Advance Healthcare Directive.” While most people understand the other elements, the “AHCD” remains a mystery to most. So let’s take…
Find out how the having an LLC own your property and your Trust own your LLC is the most cost-effective Asset Protection Strategy around, with the added benefit of Estate Planning
How you hold title to your real estate can be important. Find out which form of title is best for your particular property.
The benefits of a Living Trust, such as avoiding probate, maintaining control and flexibility, customizing asset distribution, preserving privacy, gaining tax advantages, and saving money, make the Living Trust a no-brainer for most Real Estate owners.
In this article, you’ll learn about Trusts in general, Living Trusts in particular, Revocable vs Irrevocable Trusts, and we’ll show you TEN big ways that an Estate Plan featuring the Living Trust can benefit you and your family.
There are “budget alternatives” to the Living Trust for estate planning, but in this article we’ll see how you get what you pay for.
