By Stephen Wood  -  Dec 22, 2023

Many of us labor a lifetime to build up our assets and fight for causes that matter to us. Few things are more fulfilling than the thought of sharing wealth and legacy with our family. Careful planning can mitigate against these two primary risks.

By Douglas Reeve  -  Aug 19, 2023

Traditional wedding vows include a statement regarding maintaining love and devotion regardless of health. To stay side by side forever is a noble goal for any couple. Also noble is creating a trust-based estate plan which includes health care documents.

By Nancy Randle  -  Jul 21, 2023

Storing your estate plan in a safe, well-known place is necessary to make an already difficult time as smooth as possible.

By Douglas Reeve  -  Apr 20, 2023

A Tangible Personal Property Memorandum (TPPM) can be used to carry out a person’s desires as to the distribution of specific, low-value assets.

By Stephen Wood  -  Mar 14, 2023

Spring Break season is here and you need to add one more thing to your to-do list before you hop on that plane: your estate plan.

By Douglas Reeve  -  Dec 09, 2022

When your plan is established, your Swiss Army binder of an estate plan will provide you with peace of mind knowing that you are ready for all of life’s circumstances.

By Nancy Randle  -  Nov 12, 2022

Here at LivingTrustify our goal is for every American to have an estate plan so their loved ones avoid probate court upon their death. But you also need to take steps to protect access to your digital life.

By Douglas Reeve  -  Oct 19, 2022

An often-misunderstood aspect of estate planning is the connection between the estate plan itself and life insurance. These two items are distinct and originate from different sources, yet they are also related.

By Douglas Reeve  -  Aug 22, 2022

Although estate planning can correctly be viewed as preparing for a person’s eventual demise, a truer definition would include all that an estate plan can accomplish during a person’s lifetime.

By Stephen Wood  -  Jun 27, 2022

Joint ownership avoids probate, but it’s usually not a good alternative to a living trust-based estate plan. Adding a joint owner to your property exposes you to your joint owner’s law suits, creditors and possibly even divorce.

By Stephen Wood  -  Jun 06, 2022

A common estate planning question is whether an inheritance is taxable or not.

By Joseph Castro  -  Mar 26, 2022

Taking a will through the probate is a complicated process, subject to lots of rules and regulations. Here, we’ll briefly describe that development, and how it relates to you.