Should I Use a Trust or a POD Account?
There are many tools you can use to distribute your assets when you pass. Two of the most common options are trusts and payable on death (POD) accounts. Both of these tools allow you to transfer assets to your beneficiaries without going through probate. However, if...
What is a Revocable Trust?
A revocable trust helps with estate planning, and can serve as a management tool for those who are in ill or declining health. Click to read more about the nature and benefits of revocable trusts!
4 Key Benefits of a Trust
The unique benefits of a trust can provide for loved ones, avoid conflict, leave a legacy, preserve memories, and ease burdens on others.
Making Sure Your Money Goes Where You Want It To When You Die
If you’re like most people, you’re concerned about making sure your money goes where you want it to when you die, but do you know how to make that happen?