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Tag Archives: Trust

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The Best Way to Receive an Inheritance

By Barney McKenna & Olmstead |

Getting an inheritance in trust may be the best way to get (or give) an inheritance.

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Second Marriages Later in Life

By Barney McKenna & Olmstead |

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.

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State to State Estate Planning

By Barney McKenna & Olmstead |

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.

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Changing Your Will or Trust

By Barney McKenna & Olmstead |

Although no one wants to create problems between beneficiaries of the estate, even small handwritten changes can create great problems.

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Discussing Estate Planning with Loved Ones

By Barney McKenna & Olmstead |

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.

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Family Planning: Helping With Ill Will

By Barney McKenna & Olmstead |

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.

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Drafting Your Own Will or Trust

By Barney McKenna & Olmstead |

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.

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How To Fund Your Living Trust

By Barney McKenna & Olmstead |

Many people choose a living trust in their estate plan. However, major mistakes can be made when they do not properly fund their trusts.

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Don’t Forget to Plan for Pets!

By Barney McKenna & Olmstead |

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.

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Estate Planning in Uncertain Times

By Barney McKenna & Olmstead |

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.