November 8, 2011Short QA, Trusts, Wills Do I Need Trusts or a Will? Question: Do I Need a Trusts or a Will? Answer: There is no valid reason to have Trusts or a...
August 22, 2011Trusts 6 Mistakes Trustee Can Make That Can Spoil Your Trust 6 Mistakes Your Trustee Can Make That Can Spoil Your Trust One may feel honored to be appointed as a...
August 22, 2011Investments, Trusts Responsibility of Trustee Managing Trusts with Investments Question: I’m the trustee on my parent’s trust. Parts of the trust’s assets are held in the stock market. With...
August 1, 2011Living Trust How Unusual Family Situations Can be Address by Living Trusts How unusual family situations can be address by living trusts Living (revocable) trusts can address unique scenarios for people that...
May 18, 2011Revocable Living Trusts, Short QA Can a Trustee Settle my Estate without an Attorney? Question: I have a revocable living trust. Can my son, as trustee, settle my estate without an attorney? Answer: Having prepared...
May 16, 2011Testamentary Trusts Do Testamentary Trusts Avoid Probate? No! All wills are probated and testamentary trusts are created within wills; thus assets devised in a will to a...