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The Hazards of Self-Funded Trusts

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...

4 Reasons Why Most Estate Plans Just Don’t Work!

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...

4 Tips for Creating an Estate Plan that Works!

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...

What Do We Tell the Children?

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...