Category Archives: Living Trusts

Unfunded Trusts: Pitfalls for the Unwary

Posted on March 23, 2011 by Roger Billings

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 →






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Resolution: Keeping the Estate Plan Updated

Posted on December 22, 2010 by Roger Billings

“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 →






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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

Posted on November 23, 2010 by Roger Billings

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 →






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Investing in Real Estate in Other States Magnifies the Need for a Living Trust

Posted on November 13, 2010 by Roger Billings

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 →






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