Happy Holidays

/ By: Heather Russell

Category: Holidays

We hope all of you have a very Happy Holiday with your loved ones; Please keep in mind that our office will be closed for the starting December 22, 2016 and will re-open for the...

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Funding your Revocable Living Trust

/ By: Jayashree Kathardekar, paralegal

Category: 401(k), Assets, funding

Once your Trust has been established it is very important that you “Fund” your trust, meaning transfer your assets into the trust. To fund your trust requires you to actually change the title of your...

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