Cautionary Tale — Careless Drafting Can Cost Posted onNovember 1, 2020June 23, 2021inCategoriesLiving Trust, Power of Attorney A client came to me with a problem. The wife’s mother had given her daughter a power of attorney a … Continue ReadingCautionary Tale — Careless Drafting Can Cost
Selecting a Trustee Posted onOctober 1, 2020June 23, 2021inCategoriesTrustees, Trustors Executing and funding a trust is an important piece of most estate plans. The advantage of the trust is the … Continue ReadingSelecting a Trustee
When Planning, Don’t Forget About Online Accounts and Passwords Posted onSeptember 1, 2020June 23, 2021inCategoriesAccount Passwords, Estate Planning, Online Accounts A client recently lost her spouse of several years. She told me that by far the worst problem she had … Continue ReadingWhen Planning, Don’t Forget About Online Accounts and Passwords
Why Are Trusts Important? The True Costs of Probate Posted onAugust 1, 2020June 23, 2021inCategoriesCosts of Probate, Living Trust, Probate In general, an estate planning attorney when speaking to a client will recommend that they should create a revocable trust. … Continue ReadingWhy Are Trusts Important? The True Costs of Probate
The Importance of Properly Titling Trust Assets Posted onJuly 1, 2020June 23, 2021inCategoriesLiving Trust, Trust Assets, Trust Funding Creating a new living trust is an important tool in providing for minor children or beneficiaries with special needs, and … Continue ReadingThe Importance of Properly Titling Trust Assets