home loan finance blog

Although it sounds smart and reasonable to make a Who Gets What List regarding furniture and personal items as part of an estate plan, such action could cause problems rather than solve them. One of the most common stories Ive heard is how a parent would attempt to prevent heirs …

You may be one who says: “I don’t need a trust. I don’t have a large estate. I don’t need fancy planning. It’s too expensive anyway. And complicated. So I just don’t need a trust!” And so you ask: “Why would I want to have a trust?” I’m going to …

The beneficiary is the reason for your trust (contract). Your beneficiary is the person who will enjoy the benefits of your trust assets. They include, wives, children, grandchildren, charitable organizations of every color and variety. The length of your beneficiary is unlimited. The beneficiary could include the original grantor, but …