Trust and Wills

A trust is designed to provide clarity, protection, and efficiency for you and your loved ones. However, if a trust is outdated, it may not function as intended when it is needed most. Life changes over time, and a trust that no longer reflects your circumstances can create avoidable complications. One common issue with an outdated trust is confusion over who is in charge. If a named trustee or successor trustee is no longer available or appropriate, family members may disagree about who should step [...]

As the year comes to a close, it is an ideal time to review your trust and ensure that it still reflects your goals, your family circumstances, and your current assets. Small updates made now can prevent confusion later and help your plan work exactly as intended. A year-end review does not need to be complicated. It simply helps you confirm that your documents remain accurate, complete, and aligned with your wishes. Start by checking your successor trustees. Make sure the individuals you named are [...]