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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...

Wills vs. Trusts: A Quick & Simple Reference Guide

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...