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Recent Posts in Trusts Category

  • Trust Matters

    If you are lucky enough to own a home, it is likely that you currently have done some type of planning for after your demise. However, how long has it been since you looked at the documents in that shiny red folder labeled estate plan? If you are like most clients I know (including yours truly), the only time, if ever, you even glance at the documents is when you a re-financing your home and the ...
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  • A Deeper Look into Probate, Last Wills and Revocable Living Trusts

    In a previous article, I shared a few stories about some eccentric persons’ last wills. Although the wills provided some entertainment value, most likely, none of you garnered a lot of useful information from reading them. I merely reinforced the notion that you should plan for your death. No news flash there. Unfortunately, as an estate planning attorney, I deal with taboo subjects like death and ...
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  • Do You Need To Update Your Trust?

    DO YOU NEED TO UPDATE YOUR TRUST? You bit the bullet years ago and finally have an estate plan in place. At the centerpiece of your plan is a revocable living trust. When you die, your assets will be in your living trust and your successor trustee will distribute your property pursuant to the terms of your trust. Hooray! Your heirs will likely not have to deal with the expensive and time-consuming ...
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