AuthorAttorney, Daniel H. Alexander has over 20 years of experience in Estate Planning, Probate and Business Planning. Archives
July 2022
CategoriesDisclaimer: The information provided on this website does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this site are for general informational purposes only.
|
Back to Blog
Trust Funding!7/15/2022 Today, we wanted to take some time to talk about a lesser-known part of estate planning: Trust Funding! Here's what it is, how it works, and why it's important:
-You fund your trust by legally transferring your assets from you to your trust and/or making your trust the legal beneficiary of certain asset(s). -You do this by physically changing the titles of your assets from your name to the name of your trust and/or setting up a Transfer on Death process so that the asset remains in your name until your death when it will automatically be transferred to the name of your trust. -Funding your trust with assets helps ensure that your assets will not be subjected to a probate process. Funding your trust is one of the most critical - and most overlooked - steps of estate planning. Our team will ensure that yours is correctly funded and that you have nothing to worry about. Schedule a free consultation with us to learn more about this process and talk about your options. https://www.dalexander.com/estate-planning.html
0 Comments
Read More
Back to Blog
Estate Plans that last for generations.7/11/2022 The Law Offices of Daniel H. Alexander helps to draw up estate plans that will last for generations. How? Firstly, we ensure that all of our plans are comprehensive and personalized to your unique life by having a thorough conversation about your financial, familial, and medical needs. Then, we encourage you and yours to review the documents and request any alterations before you sign them in order to ensure their accuracy.
As years pass and things inevitably change, our firm offers regular updates to your estate plan so that your documents remain reflective of whatever your current situation may be and become. This allows you the freedom to move through life and grow your family with the knowledge that everyone who exists within it will be protected and provided for. Schedule a free consultation to get started on your long-lasting estate plan today! https://www.dalexander.com/estate-planning.html The Law Offices of Daniel H. Alexander help to draw up estate plans that will last for generations. How? Firstly, we ensure that all of our plans are comprehensive and personalized to your unique life by having a thorough conversation about your financial, familial, and medical needs. Then, we encourage you and yours to review the documents and request any alterations before you sign them in order to ensure their accuracy. As years pass and things inevitably change, our firm offers regular updates to your estate plan so that your documents remain reflective of whatever your current situation may be and become. This allows you the freedom to move through life and grow your family with the knowledge that everyone who exists within it will be protected and provided for. Schedule a free consultation to get started on your long-lasting estate plan today! https://www.dalexander.com/estate-planning.html |