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Roger Billings, Estate Planning Attorney -
Recent Posts
- Is a Conservatorship Right for Your Family? Part 1: Disadvantages
- Responding to Probate Court Petitions
- The Election’s Impact on Estate Planning
- Does it Count as Book Burning When it is a Book of Legal Citation Formats?
- Courts Increasing Scrutiny of Conservatorships
- Getting a Conservatorship Protected Their Mother
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Category Archives: Living Trusts
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
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
Investing in Real Estate in Other States Magnifies the Need for a Living Trust
Shopping for real estate bargains? Considering investing in real property located across state lines? Already own homes in more than one state? I hope you have a living trust, and that each parcel is in the trust. If you want your … Continue reading
Posted in Living Trusts, Probate
Tagged Living Trust, Probate, Real Estate
Comments Off on Investing in Real Estate in Other States Magnifies the Need for a Living Trust