I thought I would post up a quick posting on when you should update your will or trust: If you move to a new state – you should see if it requires updated estate planning documents If you Get Married or Divorced – You might need an estate planning update If you have a new […]
Asset Transfer Pyramid – Estate Planning Explained
Asset Transfer Pyramid – Estate Planning Explained One of first keys to Estate Planning is understanding how assets transfer. The “Asset Transfer Pyramid” provides are great visual aid. The top of the pyramid takes priority. If an asset transfers by any step above, it will ignore the layers below it on the pyramid. Therefore, to […]