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How To Put House in Trust

Person signing to put house in trust.

Putting your house in a trust can be a great way to protect it, ensure that assets are passed on efficiently, and give you peace of mind. But there are certain steps you’ll need to take before putting your house in trust, as well as some factors to consider that may influence the process. What […]

Finding the Right Power of Attorney Lawyer Near You

People researching power of attorney lawyer near me

Having a Power of Attorney lawyer handle your legal needs can be an invaluable asset in a wide variety of situations. The right attorney can help you understand your options and protect your interests. They can assist you with wills, trusts, tax returns, and other legal matters. Learn how to find power of attorney lawyers […]

Beware of Fake Family Wealth Advisors

How to spot and avoid fake family wealth advisors.

Navigating the world of family wealth advisors can be daunting, particularly with so much at stake. To help you protect your assets and ensure financial success for generations to come, here’s what you need to know about spotting fake family wealth advisors and making informed decisions about whom to trust. Family Wealth Advisors Have a […]

The Ultimate Guide to Understanding the Difference Between a Will and a Trust

difference between will and trust

Deciding how to distribute your wealth and belongings after you’re gone is a difficult process. Understanding the difference between a will and trust can help you decide which of these two estate planning documents is right for you. Key Questions to Ask When Choosing Between Writing a Will or Establishing a Trust When it comes […]

The Pros and Cons of Setting up a Family Limited Partnership

Family with a family limited partnership.

A family limited partnership, or FLP, can be an effective tool for managing and protecting assets. It can offer asset protection benefits and tax savings, but it may come with risks as well. With careful planning, a family limited partnership can provide families with the opportunity to enjoy financial stability and security for generations. What […]