How Does an Inheritance Trust Work?
What is an Inheritance Trust, and how does it work? Susan Graham explains in this video.
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Does my Trust or Estate Need a Tax ID Number?
Why bother with a tax identification number for a trust or estate?
DetailsWhen You Don’t Know Where to Go
There are many things we prepare for in life, getting married, having kids, buying a home, retirement, etc. Unfortunately, most of us do not prepare for the day we notice that our parents, grandparents, or other aging loved one needs more help than before. They seem to be doing fine in some areas of their life,…
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Planning for Your Funeral
Have you made plans for your funeral? If you have, who knows about your plans?
DetailsReduce Your Risk of Falling at Home
Something to think about… Standing at the edge of the grave on a beautiful June day, looking down at his father’s casket, Larry Smith was more angry than sad. Dave Smith paid the ultimate price for his stubbornness. His death left a void in the family. He was the last of his generation. He had a gift of…
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Revocable Trust – How to Title Assets
If you have a Revocable Trust and you buy a new asset – what name should go on the title? Susan Graham discusses in this video.
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