Perennial Estate Planning

10/16/2024

Whether you can change or revoke your trust after it’s been created depends on what type of trust you created. There are two broad categories of trusts:  Revocable Trusts Irrevocable Trusts REVOCABLE TRUSTS A revocable trusts, as its name suggests, can be revoked or amend

09/25/2024

Virtually anyone with assets could benefit from creating a trust, but here are four scenarios that I help clients with on a daily basis. #1 YOUNG FAMILIES If you are a parent with minor children, then a trust can be used to protect your children’s inheritance. Without a trust, your fami

09/18/2024

Trusts have three primary benefits. BENEFIT #1 - Avoiding Court The first benefit of having a trust is to avoid probate court.  A lot of clients mistakenly believe that if they have a Will then they don’t have to worry about probate court - that is false . 

09/11/2024

Setting up a Trust? It’s easier than you think! With the right guidance, it’s a simple process that ensures your wishes are carried out. Need help creating or reviewing a Trust? Schedule a call with Joe today to get started!

Setting up a trust is a lot easier than you think (as long as you have the right help, of course). There are generally three steps involved in setting up a trust. STEP 1: GOALS The first step is to write down your objectives, concerns and worries. These items will serve to determine the

09/04/2024

Think a Will avoids probate? Think again! 🛑 Discover the key differences between a Will and a Trust, and why a Trust could save your family from months of court and headaches. Want to protect your loved ones and make things easier? Click to learn more about how a Trust works and how I can help!

The biggest myth or misconception about Wills is that they allow you to avoid probate court. They don’t. In fact, a Will is designed specifically to be submitted to the probate court to instruct the judge or magistrate as to your intentions. It is only after the Will is submitted to prob

08/28/2024

What are the different types of trusts? There are many variations of trusts depending on your concerns, objectives, asset mix, and family dynamics, but they can generally be categorized into 3 different types of trusts. Revocable living trusts - by far the most common type of trust, r

08/21/2024

Understanding how a trust works is essential to ensuring your wishes are followed both during your lifetime and after your death. In my latest video, I break down the key roles involved in creating a trust and explain how it all comes together to protect your assets and loved ones.

Already have a trust and not sure how it works? Or maybe you're considering setting one up? Let’s talk! I’m here to help you understand and navigate your options.

Click the link in my bio to schedule a time to speak with me and ensure your wishes are fully protected.

What is a Trust, and how does it work? A trust is a legal agreement between two or more people to ensure your wishes are followed both during your lifetime and after your death. In order to understand how a trust works, you need to understand the three (3) roles required to create a trust.

01/31/2024

“Should I name more than one child to serve as Successor Trustee of my Trust?”

This is a common question among my older clients who have multiple adult children and just aren’t sure what the right approach is when it comes to structuring their trustee succession plan. Whenever this conversation occurs, I tell my clients 3 things: One trustee makes things simpler and e

01/24/2024

Figuring out which charity to name in your Will or Trust can be a surprisingly difficult task. Click the link below to learn where to begin!

Figuring out which charity to name in your Will or Trust can be a surprisingly difficult task. John D. Rockefeller is often quoted as saying that he had a much more difficult time giving away his money rather than making it - as counterintuitive as that may seem. Similarly, you may have some org

12/31/2023

❓ How do I protect my property (or my parent’s house) from the nursing home?

⚖️ For more information and to schedule your free consultation meeting, please visit my website at www.perennialestateplanning.com

11/13/2023

❓”My uncle wants to give his house to me. What is the best way for him to do this?”

⚖️ For more information and to schedule your free consultation meeting, please visit my website at www.perennialestateplanning.com