If you have created a Revocable Living Trust, to plan for mental disability and avoid probate, among other benefits, you still have the additional step of funding the Trust. Knowing what assets can be included is the next step in the process but deciding what assets should be included is just as important. For a […]

If you have a retirement plan you should keep your designated beneficiary updated. In the busyness of life, it can be easy for a matter like this to escape your attention but it is important to review the people you’ve named especially after life changing events such as marriage or divorce. But what happens if […]