Nov 14, 2018 | Estate Planning
Subtitle: Self-Funding Your Trust? Why Mess Up a Perfectly Good Estate Plan? As I mentioned in my blog of October 16th (link), one of the reasons most trusts don’t work is that they haven’t been properly funded. Funding is the process of changing ownership of your...
Oct 16, 2018 | Estate Planning
I know – that seems like an odd title for a blog post by an estate planning attorney, but it’s true! First of all, let’s start by talking about what I mean by using the word “work” in my title. When I talk about plans that “work”, I mean a plan that meets your...
Sep 14, 2018 | Asset Protection, Estate Planning
How much of your estate do you want to give to your kids’ bankruptcy trustee when you die? You may be saying to yourself, “Why in the world would I want to give any of my estate to my kids’ bankruptcy trustee? That’s a nonsense question!” Is it? Here’s a true...
Sep 3, 2018 | Estate Planning, Probate and Estate Administration
That was my reaction when I first heard that another famous person died without a will. She’s just the latest in a string of celebrities, including Prince, Sonny Bono, and Marlon Brando, to name a few, who have died without wills. The stories of these celebrities’...
Jul 13, 2017 | Estate Planning
In a study conducted by caring.com in 2015, only 56% of American households had a will or a living trust. While most of us understand the importance of having a will in place, especially in seeing to the needs of a young family, there is still an unexplained...
Jun 20, 2017 | Estate Planning
You have hired an experienced and knowledgeable estate planning attorney and you have discussed, planned, and implemented a trust that you feel confident in. While it is hoped that a smart planning strategy will resolve any anticipated conflicts between you and your...
