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






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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






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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






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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






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