Tag Archives: Trust
The Best Way to Receive an Inheritance
Getting an inheritance in trust may be the best way to get (or give) an inheritance.
Second Marriages Later in Life
The best way to ensure that one’s assets are available for a surviving spouse but ultimately distributed to one’s children from a prior marriage is through the use of a trust.
State to State Estate Planning
Relocating to a new state often creates issues affecting estate planning. Many people wonder if they need a new will or trust when they move from one state to another. Although a will or trust validly executed in one state should be valid in a different state, it is a good idea to have the estate planning documents reviewed. By addressing issues related to the relocation, an individual can avoid certain problems and maximize possible benefits.
Changing Your Will or Trust
Although no one wants to create problems between beneficiaries of the estate, even small handwritten changes can create great problems.
Discussing Estate Planning with Loved Ones
I always advise my clients to let their family members know that they have done estate planning and where the documents are located. At a minimum … family members must know that planning has been done.
Family Planning: Helping With Ill Will
If you die without a will or trust, a court will decide … who will inherit your property. The result could well be contrary to your wishes.
Drafting Your Own Will or Trust
When people ask me if they can do their own estate planning, my simple answer is “yes.” There are many wills that were prepared by the decedent.
How To Fund Your Living Trust
Many people choose a living trust in their estate plan. However, major mistakes can be made when they do not properly fund their trusts.
Don’t Forget to Plan for Pets!
Many of us have pets that we love. What would happen if you were no longer able to care for them? Here are answers to some basic estate paw-lanning questions.
Estate Planning in Uncertain Times
Getting your affairs in order creates a sense of peace. This can be especially true given the current uncertainties related to the Coronavirus. Here a three planning tools that bring greater peace of mind.
