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: as explained by Scott A. Makuakane, Esq., CFP 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 and Testament (and the one the state has for you too) Last Will and 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...