Day: May 25, 2018

If you have an AB living trust find out why it should be amendment to save money: 1.  The law used to say you could give away $600,000 without Federal

If you have a trustworthy, unbiased, knowledgeable and experienced family member you have chosen as your trustee you are one of the lucky ones.  This is rare.  Congratulations!  But consider

The conventional wisdom is to put your loved ones on the safe deposit box or title the box in the name of your living trust. The problem is, when you

We’re finding the number one reason for the living trust is so that your loved ones don’t have to deal with courts and attorneys. If you don’t have a living

Where there is a will, there is a probate!  One way to avoid probate is to use a revocable living trust.  If a person dies, leaving just a will, it

Estate planning is an ongoing process because financial situations change, people come and go out of our lives and  laws can change.  Reviewing your documents and any changes in assets

1) Have your circumstances changed? 2) Have you made the necessary changes required by the HIPAA privacy statute? 3) Have you considered adding provisions to make your living trust better?

Why is the living trust replacing the will?  Our clients usually choose the living trust over the will: 1) to avoid probate; 2) to avoid guardianship; 3) to avoid joint

What control do I have over my assets in the Trust? As the Trustor, person who created the trust, you have total control over your assets.  Now when you add things