Robbie Crosier Robbie Crosier

How to Fund a Trust: The Basics

Funding a trust is a critical step in ensuring that your estate plan works as intended. This guide covers the essentials of transferring assets into your trust—from real estate and bank accounts to life insurance and business interests—so you can avoid probate, protect your privacy, and ensure that your loved ones are cared for according to your wishes.

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Robbie Crosier Robbie Crosier

Does Your Company Need a Shareholder Agreement?

Shareholder agreements serve as important tools for closely held corporations, ensuring clarity and stability in business operations and relationships. By outlining shareholder rights and responsibilities, these agreements safeguard against potential conflicts and foster business continuity.

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