Living Trust

Creating a Pre-retirement Checklist

On Behalf of Doran Sims Wolfe & Yoon | May 21, 2019 | Living Trust

Many Americans begin considering retirement as they enter their 60s, but not everyone is truly ready to stop working by 63, the average retirement age according to the United States Census Bureau. There’s a lot to consider, including assets, debt, retirement needs,...

Your Guide to Establishing a Living Trust

On Behalf of Doran Sims Wolfe & Yoon | Apr 8, 2019 | Living Trust

Establishing a living trust can help ensure that finances and estates will be distributed according to the creator of the trust’s wishes after their passing. Here are the basics of living trusts and how to begin the process. What is a Living Trust? A living trust is...