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Category Archives: Estate Planning
How to Fund a Living Trust, Part 1
Funding a living trust refers to transferring assets into the trust. If a trust is a box then funding the trust means putting assets into the box. For assets that are titled, such as real estate, accounts, stocks and bonds, … Continue reading
Posted in Estate Planning, Living Trusts, Probate, Real Estate, Trust Funding
Tagged automobiles, Bank accounts, Estate Planning, life insurance, Probate, Property Deeds, Real Estate, Retirement Accounts, Trust Funding
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Unfunded Trusts: Pitfalls for the Unwary
Funding the Trust is an essential but often overlooked step towards avoiding a lengthy and expensive probate. Creating a trust instrument, with all of the appropriate instructions, provisos and expressions of intent, is worse than useless if no step is … Continue reading
Posted in Estate Planning, Living Trusts, Probate, Trust Funding
Tagged Dispute Avoidance, Living Trust, Probate, Trust Funding, Wills
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Resolution: Keeping the Estate Plan Updated
“You can always amend a big plan, but you can never expand a little one. I don’t believe in little plans. I believe in plans big enough to meet a situation which we can’t possibly foresee now.” Harry S. Truman … Continue reading
Posted in Bypass Trusts, Congress, Estate Planning, Federal Estate Taxes, Living Trusts
Tagged Congress, Divorce, Estate Planning, Estate Tax, Harry Truman, Portability, Taxes, Updates
2 Comments
The 2012 Tax Debate
photo credit: ` TheDreamSky 꿈꾸는 하늘 “Bright star, would I were steadfast as thou art.” John Keats Another two year patch. By a lame duck Congress. That is what Obama’s tax deal is. The proposal which has now passed the … Continue reading
Posted in Congress, Estate Planning, Federal Estate Taxes
Tagged EGTRRA, Lame Duck, Mitt Romney, Tax Deal, Tax Girl, Taxes, Uncertainty
6 Comments
Do the Wealthy Have a Patriotic Duty to Pay More Taxes?
Democrats are feeling betrayed by President Obama, while Republicans are gloating over the tax deal they struck with the President to extend the Bush era tax cuts for two years. The deal also includes setting the estate tax exemption at … Continue reading
Posted in Congress, Estate Planning, Federal Estate Taxes
Tagged Congress, Estate Taxes, Harrry Reid, Obama, Patriotic Duty, Wealth
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Suggestions on Giving Responsibly in Tough Times
The holidays are traditionally a season of charitable giving, and, despite the economic tough times, that does not appear to have changed. The Red Cross published a survey showing that 57% of Americans still plan to give between this Thanksgiving … Continue reading
Posted in Charitable Giving, Estate Planning
Tagged Charitable Giving, Estate Planning, Holidays, Wealth Management
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Family Finances and Thanksgiving Dinner Don’t Mix, But There May Be Some Other Time This Weekend to Bring Up These Important Topics
Estate planning is a gift. Ideally, executing a will or trust is unselfish. The intent is to benefit the heirs, while the planner gains peace of mind, but usually no financial benefit from the process. Many parents consider a well-drafted … Continue reading
Posted in Estate Planning, Living Trusts
Tagged Communication, Estate Planning, Family, Undue Influence
1 Comment
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