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Demystifying Estate Planning & Administration

#unstuckestateplanning, FAQ Heather Hazelwood #unstuckestateplanning, FAQ Heather Hazelwood

FAQ: Can a Trust Protect My Identity?

Can a Trust protect your identity? Let's say you win the lottery. Or you're a celebrity or have a high-profile job (like a politician, a judge, and/or a law enforcement officer). Perhaps you've got a lot of debt. Or maybe you're just a really private person. Whatever the reason, you want to disconnect your name from property that you own. So, can a Trust help you do that? The quick answer is probably not.

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#unstuckestateplanning, FAQ Heather Hazelwood #unstuckestateplanning, FAQ Heather Hazelwood

FAQ: Is adding my adult children to my bank account(s) a good idea for estate planning?

Many clients wonder what to do about bank accounts for estate planning purposes. The best option(s) for you may not be the best option for another person. And it might not be what your friend or family member did (or told you to do). Keep reading for the basics on your options, along with some points of consideration.

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