Revocable Living Trust – LWP Marketing Toolit

Why Transferring Home Ownership Does Not Replace an Estate Plan

SM_Admin — Mon, 20 Feb 2023 19:58:27 +0000

It can be tempting to avoid the costs of creating an estate plan when your only significant asset is your home. Afterall, what’s the harm of simply putting your home in your child’s name to avoid probate and be done with it?

Could You Benefit from an Irrevocable Living Trust?

SM_Admin — Mon, 23 Jan 2023 20:23:00 +0000

When properly designed and implemented, Irrevocable Living Trusts can provide an almost unsurpassed level of asset protection, keeping your assets safe from the high cost of long-term care. And, similar to Revocable Living Trusts, they spare your family the delays, frustration and expenses of the probate process.

Do You Need A Trust?

SM_Admin — Thu, 29 Apr 2021 19:06:41 +0000

One of the first questions many clients ask is whether they need a trust. It’s a great question, but it leads to another: What do you want your plan to accomplish? Let’s begin with a brief discussion of what trusts are and how they work. Then we’ll explore their benefits, which should give you a better idea of whether a trust is right for you and your family.