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Trust Funding is Important

Trust Funding is Important

Putting Stuff “In the Box” We often refer to a Revocable Living Trust as a “box”. Actually it’s a customized stack of paper with a lot of words on the pages – but it’s helpful to think of it as a box. When a Revocable Living Trust is...
Protecting Assets | Saving Momma’s Farm

Protecting Assets | Saving Momma’s Farm

Protecting the Big Things! One of our most commonly faced questions is, “How do I keep the Nursing Home from taking Momma’s farm” (or house, money, or whatever assets). The sad truth is that most people do not think about protecting assets until it is too...
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