The Ask Amity Show

You’re a homeowner, but you currently have a mortgage on your house. Would that prevent you from putting your house into your Living Trust? The short answer is “no”. You would still be able to put your house into your Living Trust. In this video, we explain to you what the process is like and things you should consider when you’re thinking about a Living Trust.

For this episode, we discuss ways that you can protect your inheritance from potential lawsuits and creditors and to make sure you can properly leave it for your spouse and children. Click play to learn more!

Are you considering getting life insurance and wondering who you should name on the policy? Watch now to learn about how putting your life insurance policy in your revocable Living Trust could be beneficial to your estate plan!

What would happen to your family if something were to happen to you? Especially with the recent COVID-19 concerns, it is important to start planning ahead for you and your family. Many of our clients come to us and ask “Could you still help us create an estate plan even if we’re all staying at home?” The short answer is yes, and we break this down to 4 simple steps that you can take to create your estate plan. Watch now to learn more!

What are the Employer Paid Leave Requirements, or also known as the Families First Coronavirus Response Act)? Effective starting April 1st, 2020 to December 31st, 2020, all employers generally have to provide their employees with up to 80 hours of paid sick leave. Watch now to find out more!

We have a question for you: When was the last time you updated your Pay on Death beneficiaries on your bank accounts? We provide examples of why you should update your POD beneficiaries, and explain why it is important to have one for each of your bank accounts. Tune in now to learn more!