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Incorporating New Property Into Your Trust
Establishing a trust is a crucial and efficient part of your estate planning. It's vital to remember that your trust only governs the assets that are actually placed into it. If an asset isn't titled in the trust's name, the trust may not be able to manage or distribute it. When your trust is initially set up, you transfer ownership of your property to the trust's name. But what should you do when you acquire new property after your trust is established? It's essential to re

Kara Verby
Jul 11 min read


Do Retirement Accounts Go Through Probate?
When a person dies, their Will is validated, debts are paid, and assets are distributed. This is known as the probate process. Probate in...

Kara Verby
May 21, 20241 min read


What Are My Duties and Responsibilities as a Trustee?
First and most importantly, a Trustee is a fiduciary. This means that the Trustee must act on behalf of the best interests of the...

Kara Verby
Jan 24, 20241 min read
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