Category Archives: living trust

Are you really done after you have an Estate Plan?

posted: July 11, 2013

It almost goes without saying that, “The only constant in life is change.”  Yet, most people believe that once they have established their Living Trust or Last Will and Testament and have setup other more advanced estate planning, that they are done.  Unfortunately, this thinking is perpetuated by a lot of estate planners who give […]

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Living Trusts Are Not Cookie Cutter

posted: July 2, 2013

Many think that a Living Trust is just a form that can be pulled off a bookshelf or printed on a computer.  Or that a Living Trust done online using the internet, or prepared by a non-attorney paralegal, or by an inexperienced attorney or a bargain-priced attorney is the same as one custom – drafted […]

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So you don’t think you need a Living Trust? Or do you?

posted: June 27, 2013

Although a Living Trust may not be a fit for everybody, it’s a must for most people.  For the most part, we all share – – whether you are single, divorced, married or an unmarried couple – – common objectives in doing an estate plan. 1st:   Distribution Making sure the right people get your […]

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What Is The Difference Between A Trustee And An Executor?

posted: December 19, 2011

This is a great question and it is often asked at my consultations. An executor is a person named in a Last Will and Testament.  This person’s role is to submit the original Last Will and Testament to the Probate Court in the county where the person died and request authority from the Clerk to […]

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Do Your Beneficiary Designations and Will or Trust Match Up?

posted: December 6, 2011

Many people think that whatever their Will or Trust says is what goes.  Well, this is somewhat incorrect.  The reality is that if your asset has a named beneficiary, then that beneficiary designation takes precedence over any distribution your Will or Trust may make.   For example:  Your money market account you own alone has […]

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