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Category Archives: Probate
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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Seminar Next Week on Estate Administration for Professionals
A reminder that next week I will be presenting at a seminar hosted by NBI entitled “Estate Administration: Why Each Step is Important.” The detailed five page brochure on the seminar is available here. My topics are Considerations for Collecting Assets, Preparing … Continue reading
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
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Seminar Announcement
Introducing my new blog. I hope you like it. I wanted to spread the word that I will be on the faculty of a seminar entitled “Estate Administration Procedures: Why Each Step is Important”, hosted by NBI on December 14, … Continue reading
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