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178 search results for: trust

1

What Is a Trustee and When Might You Need One?

You’ve probably heard of trusts and trustees before – most likely in the context of a rich kid living off of their trust fund. However, trusts are not just legal tools for the wealthy. We’ve talked about trusts before, and if you want to delve a little deeper into that subject, you can read more […]

2

12 Duties of a Helper: What Do Executors, Trustees, Guardians and Powers of Attorney Really Do?

Every estate plan needs a good helper(s). Choosing those helpers can be tough. Your trustee, guardian, power of attorney or executor will be responsible for making decisions when you become disabled (like from a stroke or dementia) or pass away. But what exactly are they responsible for? Your helper(s) will take on many financial, legal and […]

3

The Difference Between a Will, a Living Will and a Living Trust

A recent survey on estate planning found that 74% of those surveyed thought estate planning was a confusing topic. That’s no surprise considering estate planning has a language all its own. Today, we’ll sort out the difference between a Will, a Living Will and a Living Trust — three separate estate planning tools with similar names, but different roles […]

4

The Checkbook Test: Can your executor or trustee pass it?

Good “helpers” are essential to an effective plan. Could the people you’ve chosen as executor, trustee, power of attorney or guardian pass this simple test? Every Estate Plan Needs a Good Helper We talk about good “helpers” a lot, and that’s because they are vitally important to an effective estate plan. Helpers are the people who […]

5

5 Reasons You Need a Trust

Trusts are a very valuable planning tool. When people think about estate planning, most people think about wills. While wills are the most basic/common tool for estate planning, trusts are an incredibly effective way to plan for things that wills can’t address. Trusts can be used to: Organize your assets so it’s easier on your […]

8

Is a Trust Right for Me?

A trust is nothing more than a set of instructions. The legal document known as a trust is a tool. The main issue for any estate plan is that it carries out your wishes and intent. A good plan will meet your expectations. If you were on a cloud looking down after you’re gone, seeing […]

9

Liis Casey, Trust/Estate Administrator

Liis joined the Edwards Group team as Asset Coordinator in September of 2011. She initially helped organize client assets and oversaw transfers both during planning and after death. To better reflect what she currently does, her title was recently changed to Trust/Estate Administrator. Most of Liis’ time is now spent working with after death probate, […]

10

Your Bucket List for Estate Planning: Why a Trust Might Be Right for You

A recent movie with Morgan Freeman and Jack Nicholson inspired a lot of people to think about their bucket list – the things they would like to do before they die. While a trip around the world in a sailboat may seem a lot more exciting and glamorous than estate planning, thinking about what you […]