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 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’...
May 10, 2016 | Estate Planning
Confused about the differences between wills and trusts? If so, you’re not alone. Here’s a quick and simple reference guide: What Revocable Living Trusts Do – That Wills Can’t Avoid a conservatorship and guardianship. A revocable living trust allows you to authorize...
Apr 25, 2016 | Estate Planning
Most people have heard that estate planning is important and that putting a plan in place is, as Martha Stewart would say, a “good thing.” Unfortunately, many people never get around to doing anything about it either because there isn’t an urgent need at the moment,...
