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. ...
test-standard
test-standard
test-standard
test-standard
test-standard
test-standard
January 22, 2013
Estate Administration, Trusts
Estate 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...
July 25, 2012
Daily Financial Help & Bill Paying
Daily Financial Help & Bill Paying
4 Questions About Handling Financial Affairs for the Elderly
Question: "My sister and I have powers of attorney for our mother. Mom also has her assets in a trust...
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...
May 3, 2011
Trusts
Trusts
Income Generating Trusts – How is the Income Taxed?
Question: When a trust is established and the assets in the trust generate income, how is this income taxed? Answer: ...
April 27, 2011
Estate Planning
Estate Planning
Where to Keep Your Important Legal Documents
Question: For how long and where should I keep all my original legal documents, including my original will? I’ve heard...