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Testamentary Trust

June 13, 2014
Estate 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...

By: Phil Sanders
Member of the ElderCare Matters Alliance
January 22, 2013
Estate 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...

By: Scott Makuakane, Esq.
Member of the ElderCare Matters Alliance
January 4, 2012
Wills

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...

By: Phil Sanders
Member of the ElderCare Matters Alliance
May 16, 2011
Testamentary 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...

By: Phil Sanders
Member of the ElderCare Matters Alliance

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