As you start thinking about what belongs in your Living Trust, here are four things that often get overlooked—and can have significant, often costly consequences. Creating Joint Tenancy Assets In Living Trust conversations, joint tenancy generally refers to real estate and how you hold title to a property. If two people own...
Concerns about data privacy extend to how we protect our digital records, including Living Trusts, Deeds and other important legal documents. We frequently field questions about whether a safe deposit box is appropriate for storing these documents. Limitations of safe deposit boxes The most basic dependency is that safe deposit boxes are...
Just about the time we thought we could put this pandemic behind us, we find ourselves masking up against the Delta variant, and there are other versions waiting in the wings. The reality is that Covid’s impact—both the good and the bad—will be with us for a long time. We’re now...
When you create a Living Trust, you need to move your assets into the Trust. Besides real estate, bank and brokerage accounts, you may have other assets of value. When John and Isabelle came in to create their Trust, John’s grandfather had just died and left him a valuable collection...
Covid Heroes: Doing mostly anonymous things to help their communities I keep promising that I’m not going to talk about Covid. It’s behind us, and we’re moving on. But Covid stole an entire year out of our lives and it’s had enormous sociological and economic impacts. Every once in a while...
Many of our Living Trust clients are already retired, while others may be mulling over the pros and cons of early retirement. Yet according to Employee Benefit Research Institute (EBRI) survey, just 11% of today's workers plan to retire before age 60. For those who do retire early, the reality...
A story of love and loss, of isolation and loneliness Teacher Gina Rinehart was preparing for another school year when she learned that her father was having surgery to remove a lung tumor. She flew to rural Washington to be with her parents. Unfortunately, that tumor was stage 4 lung cancer....
Like most of our friends, associates and clients, we are looking forward to be officially reopening. While we adapted quickly to virtual delivery, we’re delighted to be providing in-person appointments again. For important legal matters, we’re finding that many people like the reassurance of one-to-one connections. We like it too. A...
A year of Covid has taught many of us about the importance of being prepared. For millions of people who were sick with this virus, having an updated Advance Healthcare Directive meant that their families could make critical-care decisions on their behalf. For the long haulers—those who continue to suffer...
An important part of financial planning includes creating a Living Trust. It means that your family will inherit your assets as you have planned. Another kind of financial planning: Investing that aligns with your values Another kind of financial planning that has grown dramatically over the last few years is socially responsible...
A year of Covid has left us all feeling more vulnerable. We can do everything right, yet sometimes it’s not enough. At Guideway, many of our clients took action by creating or updating their Living Trusts. Couples approaching retirement are making important life decisions. Will they age in place, move...
According to the CDC, those who have been vaccinated no longer need to wear masks in indoor settings. We’re still playing it safe, masking up and social distancing. And while we’ve gotten used to our Zoom meetings, the results of our recent survey indicated that many still prefer one-to-one communications....
