June 11, 2013Elder Care Planning, Trusts The Value Trusts in Elder Care needs Question: My husband and I (64 & 62 years old respectively) are currently in the process of planning for our...
January 31, 2013Trusts Using A Trust to Purchase a Home vs. Renting "My 80 year-old, widowed mother is selling her large home and plans to move into a smaller, more manageable residence. ...
January 22, 2013Estate Administration, Trusts Trust Basics: by Scott A. Makuakane, Esq., CFP (trustmaker) Trust Basics A trust is the legal relationship that is created when a person transfers “stuff” to a trustee with...
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...