by Michael Baker | Aug 5, 2020 | Estate Planning, Living Trust, Trusts, Writing a Will
Wills and trusts are two types of estate planning tools that are used to transfer assets to heirs upon the death of the creator. How the asset transfer occurs, and the level of protections available to those assets, are different between wills and a trust. Here is a...
by Michael Baker | Jul 21, 2020 | Estate Planning, Living Trust, Trusts
The COVID-19 pandemic has presented a few good reasons for many people to review their estate plans, or to begin the process of planning their estate for the first time. Living trusts are always a useful estate planning tool, but especially so in the midst of a global...
by Michael Baker | Feb 18, 2020 | Estate Planning, Living Trust
Conservators aren’t just for Britney Spears—they’re court-appointed when an individual is mentally or physically incapacitated, or when a minor needs assistance managing their property. Conservators oversee finances while guardians oversee their ward’s personal care....
by mbaker | Sep 4, 2019 | Asset Protection, Estate Planning, Living Trust
Living trusts are a critical part of many people’s estate plans. Like wills, they are a method of transferring assets to your beneficiaries after your passing. However, they have many benefits that wills do not, which is why estate planners often urge clients to set...
by mbaker | May 2, 2018 | Living Trust, Trusts
Get Your Assets To Your Loved Ones Safely With A Living Trust The living trust is one of the most popular estate planning tools among Americans. An estimated 20 percent of all Americans have living trusts as part of their estate plans. But what exactly does a...