Posts tagged with "living trust"
· February 09, 2023
We're all aware of how essential client contracts are. After all, they protect us from potential legal issues and ensure that our clients follow through with their end of the contract instead of mid-way through just saying, "we're not gonna pay you" or something equally devious. But what exactly does a client contract need to include? Below are some essentials to ensure that you're protected in your work and that your clients know what to expect before entering a contract. Learn more.
· February 02, 2023
As a business owner, balancing your passion for work with your commitment to your family and personal pursuits can be challenging. You can pursue your passion without sacrificing the protection you give your family and assets. Don't risk doing anything - take action to safeguard your assets and personal life. Know more about prioritizing your personal life, protecting your business, and pursuing your passions. Read more...
· August 19, 2022
August is “National Make-A-Will Month,” and if you have already prepared your will, congratulations—too few Americans have taken this key first step in the estate planning process. Yet, while having a will is important—and all adults over age 18 should have this document in place—for all but a few people, creating a will is just one small part of an effective estate plan that works to keep your loved ones out of court and out of conflict.
If you dream of leaving your company to your family one day, but you haven’t properly included your business in your estate plan, that dream could become a nightmare for your heirs—and your partners, team members, and clients, too. Without a proper estate plan, the business you worked so hard to build could be in serious jeopardy when something happens to you.
· December 24, 2021
While both wills and trusts are the most commonly used estate planning vehicles to pass on wealth and other assets to your loved ones, putting your home in a trust has several distinct benefits compared to using a will. However, each family's circumstances are different. This is why your Personal Family Lawyer® will not create any documents until we know what you need and what will be the most affordable solution for you and your family—now and in the future—based on your family's conditions.
· August 27, 2021
Wills and trusts are two of the most commonly used estate planning documents. Both documents are legal vehicles designed to distribute your assets to your loved ones upon your death, but the way in which they work is quite different. To know the best way to determine whether or not your estate plan should include a will, living trust, or some combination of the two, meet a Personal Family Lawyer for a Family Wealth Planning Session.