Articles

Estate planning and asset protection planning are best addressed together

February 04, 2020

There is no better time than NOW to review and update your estate plan. The odds are overwhelming that what you have is out of date...

The Benefits of a Revocable Living Trust vs. a Will

November 06, 2017

Making a decision between a revocable living trust vs. a will comes down to your personal concerns and what you want to achieve with your estate plan.

Is Your Estate Plan Out Of Date? Probably (And Facebook Is Likely To Blame)

August 22, 2019

With everything becoming more digital, there are certain assets you are leaving out of your estate plan. American Family Estate Planners has been well prepared for this rising issue providing provisions to include all of your digital assets. 

Estate Planning is often a forgotten aspect of Financial Independence.

January 24, 2019

"When you’re chasing financial independence, you might spend a lot of time tweaking your calculations and investments to reach Financial independence faster. However, one part of financial planning that often gets ignored is estate planning...."

You Don't Have to Be Rich to Need an Estate Plan

July 25, 2017

Do you need to be rich to need an estate plan? Absolutely not. At the most basic level, during your lifetime an estate plan allows someone you trust to....

What Happens to Assets Left Out of Your Trust?

May 11, 2017

Funding your revocable living trust is just as important -- if not more important -- than setting up your trust in the first place.

What is a Trust?

January 09, 2018

A trust is a vehicle to pass assets to a trustee, who in turn holds those assets for a third party such as an heir. Trusts can be an appealing option if your aim is to minimize taxes, protect assets and avoid the probate process.

In Trusts We Trust

March 05, 2013

Suze Orman explains the pros and cons of a revocable trust versus irrevocable trust. 

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