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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...

What is Probate and How Can I Avoid It?

Posted by Lizette Sundvick | Mar 11, 2024 | 0 Comments

Do you know the impact on you and your loved ones if your estate has to go through probate or guardianship court? Probate is a legal process where the court appoints an executor to administer the estate and distribute assets. In the case of a disability, an estate can go through guardianship court, where a guardian is appointed to handle the financial affairs and healthcare decisions of the disabled person. These court processes can happen when someone doesn’t previously have a trust with their assets coordinated properly with it. They are lengthy, expensive, stressful, and...avoidable.

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“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.”
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“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.”
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