June 13, 2014Estate Plan, Estate Planning Estate Planning for the Blended Family Little attention has been paid to the estate planning issues confronting blended families. A blended family or step family is...
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...
January 4, 2012Wills Last Will & Testament (and the one the state has for you too) Last Will & Testament (Yours and the one the state has for you) Without a will, or some other form...
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...