Tag: beneficiary

Wills and Trusts: How to Distribute Your Assets When You Die

John Ross Estate , , , , , ,
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People often misunderstand what the functions of the terms “Wills” and “Probate” are. You must know what assets make up a probate estate to understand how a Will works and when a probate is necessary.   Your estate is all the assets you own while living.   Assets that remain on your estate after death… continue reading »

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2 Spectacular Ways to Make Special Plans for Special People

John Ross & Lisa Shoalmire Trust , , , , , ,
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Using Special Needs Trust to Plan for the Disabled   Caregivers for people who are ill, aged or disabled are the unsung heroes among us. These caregivers are often on the job 24 hours a day, seven days a week. They care for someone in their lives who has limitations preventing her/him from living independently. The subject of this… continue reading »

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