TrustlockUSA News

TrustlockUSA News2020-01-11T00:51:17+00:00
2701, 2020

WHAT IS A TRUST? Get Educated so that You can Proactively Plan Your Family’s Estate

January 27th, 2020|

A trust is a three-party fiduciary relationship in which the first party, the trustor or settlor, transfers ("settles") a property (often but not necessarily a sum of money) upon the second party (the trustee) for the benefit of the third party, the beneficiary.[1] A testamentary trust is created [...]

2201, 2020

Does Your Family Know Anything about Your Estate Plan? Your Kids Should Know Your Intentions (and where the documents are)!

January 22nd, 2020|

Creating your Estate Plan is really only the beginning of providing assurances to your kids that your assets won’t be depleted by the courts, the lawyers and the doctors. In an article “Are you having the Right Estate Planning [...]

1701, 2020

Do you know the difference between and Irrevocable and Revocable Living Trust? Not knowing the Difference may cost you $100,000 or more!

January 17th, 2020|

Many estate plans rely upon faulty or erroneous ideas of what constitutes a true estate plan.   One of the greatest miscalculations or misconceptions is that you may only need one type of trust to solve all of your estate [...]

901, 2020

Does Your Pet Need Estate Planning? No, but you do so that your Pet is taken care of once you leave this Mortal Coil.

January 9th, 2020|

So you spent all of this money buying Fifi and caring for her.  Now you want to know what will happen to her when you die.    Okay, get a plan. According to an article written by Charles Schwab Investment [...]

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