Using a Trust to Protect Your Beneficiaries Posted onJune 23, 2021June 23, 2021inCategoriesBeneficiaries, Living Trust A revocable living trust is not primarily for the benefit of the trust creators (“settlors”), and instead are for the benefit … Continue ReadingUsing a Trust to Protect Your Beneficiaries
Listing Assets in Trust Posted onApril 1, 2021June 23, 2021inCategoriesListing Assets, Living Trust We have written about how important it is to fund a living trust correctly in order to avoid probate court … Continue ReadingListing Assets in Trust
Creating a Trust is Only Part of the Process. Just Creating the Paperwork Doesn’t Do the Job. Posted onJanuary 1, 2021June 23, 2021inCategoriesLiving Trust, Pour-Over Will, Trust Funding Trust Funding After having created a Trust, the next thing that needs to be done is to fund the Trust. … Continue ReadingCreating a Trust is Only Part of the Process. Just Creating the Paperwork Doesn’t Do the Job.
Are Your Loved Ones Prepared for Your Death? Posted onDecember 1, 2020June 24, 2021inCategoriesAdvanced Health Care Directive, Estate Plan Documents, Estate Planning, Living Trust, Power of Attorney, Prepared for Death, Trust Funding, Will When you have a comprehensive estate plan in place, including a trust that is funded, and a will, advance health … Continue ReadingAre Your Loved Ones Prepared for Your Death?
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