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Trust Basics: Funding for Freedom

Posted by Lizette Sundvick | May 20, 2024 | 0 Comments

You've probably heard about the importance of setting up a trust, funding it, and avoiding probate. But what do all these terms mean, exactly? How do you “fund” a trust, and why is avoiding probate so important?  We will break down these basic Estate Planning terms and concepts in an easy-to-dig...

Is a Living Trust Right for Me?

Posted by Lizette Sundvick | Feb 11, 2019 | 0 Comments

What if you could control and protect your wealth while you were alive and well and have confidence that, in the event you become disabled, those you choose will have authority to take care of you and your family? And, what if you could intentionally transfer your values and assets after your death to whom you want, the way you want, when you want, while optimizing administrative costs and tax savings? You can do all of that and more with a Living Trust as the foundation of your Estate Plan. Have you wondered if a Living Trust is right for you? If you have a will, do you also need a Living Trust? Lizette B. Sundvick, Esq., founder of Sundvick Legacy Center, explains the benefits and differences so you can make educated decisions about your Estate Plan and ensure you leave your legacy by design, not by default.

Wonderful to Work With

“Lizette and the staff are wonderful to work with and always give us excellent, on target advice. The sense of protection and confidence we have with the Sundvick Legacy Center allows us to relax and enjoy life.”
- Shirley & Terry L.

Professional, but Caring

“I appreciate Lizette's professional, but caring support through my Mom's last years and passing and also the help with my own trust. My experience with Sundvick Legacy services was very positive in every aspect.”
- Judy A.