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The Title of Assets Matter with Trusts

You finally have signed your trust. But hopefully, your estate plan includes more documents and instructions than your trust. In addition to your trust, you should have, at a minimum, your financial and health care powers of attorney and your …

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Are You Prepared?

You have probably heard of the Scout motto, “Be Prepared.” The motto was devised in 1907 by Robert Baden-Powell, an English soldier who founded Scouting. He was once asked the inevitable follow-up question, “Prepared for what?” His response was “Why, …

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Creditor Protection Using Trusts

Trusts can be very effective creditor protection tools. We use them all the time for this purpose. However, there is one trust, that although it can provide fabulous creditor protection for other trust beneficiaries, it does not provide any creditor …

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Making Your Trust Work by Funding it

We had one of our clients in this week for a trust review. She said that estate planning and trusts have been regular topics of discussion with her friends. They all have trusts which have been drafted by different attorneys. …

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Does Your Trust Plan Have These Options?

We regularly to get people coming into our office with existing trust-based estate plans. These plans are typically prepared by their previous divorce attorney, real estate attorney, the family lawyer or other general practitioner. When we review these plans, rarely …

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New Year’s Estate Plan Resolutions

It’s New Year’s Eve. Have you made your New Year’s resolutions for 2018? If you have, you are with the majority of respondents of a recent YouGuv online survey. The top four resolutions for 2018 were to eat better, exercise …

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Plan While You Can

Would you agree that you have more options now while you are alive and well, than after you’re dead? Would you also agree that you have more options now when you are alive and well, than after you are mentally …

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More Estate Planning Questions

On a daily basis in our office, we get a lot of estate planning questions because of all the estate planning that we do. In this column, I like to periodically cover the questions we get. Today, we are going …

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