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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


Why Thanksgiving Is the Perfect Time to Reflect on Family and Your Estate Plan
Thanksgiving is one of the few times of the year when families gather in the same place, share a meal, and reconnect. Between the laughter, the stories, and maybe even a little chaos, these moments highlight what truly matters most: the people we love. Being around family often brings life’s big-picture questions into focus, questions about the future, about protection, and about how we can take care of one another long after the holiday ends. That’s why Thanksgiving can also

Kara Verby
Nov 26, 20251 min read


Estate Planning: A description of the participants
A. Personal Representative A personal representative is the person charged with identifying and marshalling all of the assets of the...
Cameron Syke
Jan 12, 20212 min read
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