Mar 7, 2017
Court involvement in your estate can become costly and time-consuming. Your assets are exactly that, yours. Having your property and situation discussed in a public forum is probably not an attractive thought. Most people do not want the court involved in their...
Feb 26, 2017
When you create a trust, you choose someone to be the trustee of your trust. This trustee follows your trust’s provisions and administers your trust property. Your trustee pays bills and taxes, manages your investments, buys real estate, and other actions...
Feb 24, 2017
Are you married and the last time you updated your trust was before 2011? If so, your estate plan is probably of the old “AB Trust” variety. Before 2011, that was the only kind of trust that allowed married couples to double their federal estate tax...
Feb 7, 2017
The term “fiduciary” means that someone who is a fiduciary has a legal obligation to do what is in another specific person’s best interest. For example, trustees, executors, and agents are fiduciaries. They are acting for the benefit of someone...
Dec 8, 2016
The purpose of a trust or will is to try to administer a person’s estate so smoothly and easily that the family can focus on grieving and closure. For many, eliminating distractions is an important part of the ability to focus on the grieving process. Again...
Nov 3, 2016
In the not too distant past, people thought that pet trusts were an anomaly, something to laugh at. Now, however, that is different. As of May 2016, every state in the US recognizes pet trusts. However, that does not mean that these pet trusts will always be...
