bank accounts

03 Sep Naming a Trust as Beneficiary of a Bank Account

Posted at 01:00h in Free Seminars by phelps-admin

When creating a revocable living trust, you must fund it in order for it to serve you. An unfunded trust can not hold the title to an estate. Any assets like bank accounts must be legally assigned or transferred to the trust. If you leave...

Boundaries are Good! | Protect Yourself with a Revocable Living Trust - people at a dining table

20 Nov Boundaries are Good!

Posted at 12:57h in Living Trusts by phelps-admin

As parents, there are many areas in life where we need to apply wisdom. For example, we love our children, but we may not want to give them full access to our assets or finances. At Phelps LaClair, we've met quite a few clients who...

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