by kkpatton | Aug 30, 2021 | Living Trust, Trust Administration, Trust Funding, Trust Maintenance
If you are 18 years old, or perhaps a parent of said young adult, it is essential to begin preparing the legal documents needed in case of an emergency. In fact, starting an estate plan to protect your kiddos is as simple as obtaining these four documents:...
by kkpatton | Jul 16, 2021 | Estate Planning, Living Trust, Probate, Trust Administration
It’s time for an estate planning PSA! Let’s talk about the investing app Robinhood, it has been on the rise in popularity for its ease of use, but let’s talk about what it’s not, and how using Robinhood could mean dealing with probate. Robinhood does not...
by kkpatton | Feb 23, 2021 | Estate Planning, Health Care Directives, Living Trust, Trust Administration, Trust Maintenance
Let’s Recap! In Part One Of How to Avoid the Morbid Scavenger Hunt we talked about organizing information and how to do so. This week I’d like to continue our discussion and go over how consolidating your assets can help avoid this scavenger hunt. This tip might not...
by kkpatton | Feb 2, 2021 | Estate Planning, Health Care Directives, Living Trust, Trust Administration, Trust Maintenance
There are some scavenger hunts in life that you would just rather take a pass on. Unfortunately, sometimes you have no choice but to participate. It’s a sad reality that many people do not take the time to estate plan leaving it up to their loved ones to figure out...
by kkpatton | Jan 21, 2021 | Estate Planning, Health Care Directives, Irrevocable Life Insurance Trusts, Living Trust, Trust Administration, Trust Maintenance
It’s hard to get started on things that don’t come naturally or things that are unfamiliar. It can feel scary to get to work and take the time to create health care directives. Often, after these documents do get created they are left to get “dusty”. Health care...
by kkpatton | Jan 12, 2021 | Estate Planning, Health Care Directives, Living Trust, Trust Maintenance
What is worse than finding yourself in the middle of a medical emergency? Finding yourself in the middle of a medical emergency with no plan or prior preparation! What can you do to prepare yourself for something that seems impossible to prepare for? The first...
