Will a Recession Impact Estate Planning? Here’s What You Should Know. There’s been a lot of talk lately about whether a recession is coming — or whether we’re already quietly in one. No one has a crystal ball, but one thing is clear: economic uncertainty always gets people thinking about…
Estate Planning: Don’t Leave Your Legacy to Luck This St. Patrick’s Day St. Patrick’s Day is all about luck—the four-leaf clovers, pots of gold, and the elusive leprechauns. But when it comes to estate planning, luck isn’t a strategy. While we can all hope for good fortune in life, a well-crafted estate…
Trust Administration’s Cold Case: What If a Beneficiary Goes Missing? A trust is designed to ensure that your assets reach the right hands, but what happens when a key player in this mystery—your beneficiary—vanishes without a trace? Imagine your trustee as a seasoned detective, magnifying glass in hand, sifting through…
Ensure Your Property Insurance Is Updated After a Title Transfer Transferring real estate into a trust or business entity is a common estate planning strategy to protect assets and avoid probate. However, these transfers can unintentionally impact insurance coverage, leaving homeowners vulnerable if not properly addressed. With the recent Los Angeles wildfires, ensuring adequate…
Whether you’re a first-time homeowner or you’ve been through the process before, owning a home is a significant milestone that requires careful planning to ensure you’re well-prepared for the future. Below are three key things to consider for safeguarding your home and your loved ones. 1. Update Your Address If…
