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 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 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 Stephen Wood  -  Aug 06, 2021

What you would need to do if you buy another piece of real property or sell your existing home and buy a new one after your living trust is signed.

By Stephen Wood  -  Jul 16, 2021

Choosing a successor trustee is a very important decision, learn about the responsibilities of a trustee and who you should choose.

By Stephen Wood  -  May 17, 2021

What do I need to know in order to get started with my estate plan?

By Stephen Wood  -  Mar 05, 2021

Doing your estate plan can seem like a daunting task, but LivingTrustify makes the process simple. See why you should choose LivingTrustify.

By Stephen Wood  -  Feb 04, 2021

Everyone should have an Advance Health Care Directive and HIPAA Authorization, in this article we learn why it is so important.

By Stephen Wood  -  Jan 21, 2021

A durable power of attorney is one of the documents included in a will based or living trust based estate plan with LivingTrustify. We recommend that everyone over 18 years of age should have a power of attorney.

By Stephen Wood  -  Jan 05, 2021

Funding your living trust is the process of transferring your assets to the name of your living trust. If you miss this important step, your estate could end up in probate court, which is exactly what you were trying to avoid with a living trust!

By Stephen Wood  -  Dec 11, 2020

A question that we often get is whether you need to update your will or living trust based estate plan if you have another child after you sign it. I’ll give the answer everyone loves to hear – “maybe”. Let me explain…