07/11/2025
Did you know??
If you have beneficiaries listed for your assets, REMOVE them.
I know that sounds crazy, but you DON'T want that.
If you want to pass down your assets to them after you pass away , then put all of the assets you own in a revocable trust , and then make your kids the beneficiaries of that trust.
When you go this route , your children can bypass what is called “the PROBATE period”. That process can be very long & ugly !
When you put your assets in a trust , your children have immediate access to the assets when you pass away. ALSO, you want to make sure to have a life insurance policy that covers your mortgage , so that when you pass away , your policy will pay off the mortgage and now your children will own the property out right !
I can assist you to draw up a simple living will, trust, advanced directives, POA for financial and health for much less than an attorney.
You do not need an attorney to do this!
Give me a call, drop an email, or visit our website to get more information.
If you’re looking for the best, most comprehensive way to protect your family after you’re gone (and you’re a homeowner with at least $160,000 of assets) a Trust will likely be the ideal Estate Plan option for you.