Nothing lasts forever. While trusts can stretch across generations and keep valuable money and property within a family, no trust has unlimited funds or an interminable time horizon. Every trust, at some point, will end. The reasons why a trust…
Marital planning in the joint trust context can be complex. This article examines the tax and non-tax implications of four main marital options upon the death of the first spouse. The options we will explore are: (1) leaving all property…
0.75x 1x 1.25x 1.5x 2x 0:0004:01 What are the disadvantages of putting assets into a revocable living trust? Apple PodcastGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotify
0.75x 1x 1.25x 1.5x 2x 0:0004:26 Is it worth it to create a trust to avoid probate? Apple PodcastGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotify
If you need estate planning or probate help, we should talk. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in-person). Estate Planning…
0.75x 1x 1.25x 1.5x 2x 0:0004:12 The Biggest Mistake You Can Make With Your Trust Apple PodcastGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotify
0.75x 1x 1.25x 1.5x 2x 0:0003:38 Do I Need a Tax Identification Number for My Revocable Trust? Apple PodcastGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotify
If you need estate planning or probate help, we should talk. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in person). Estate…
You have a few options to consider when creating an estate plan – for instance, should you create a will or a trust? For many a revocable trust, or also known as a living trust, is a great option because…
Executor’s Duties An executor, sometimes called a personal representative, is the person who is named in a will, appointed by the court, and responsible for probating the will and settling the estate. Depending on the state, an executor may work…