Trust Funding is Critical

Trust_Funding_is_Critical 3.13.23

Sometimes, messages need to be repeated to make sure they stick. Unfortunately, this often happens with ongoing maintenance with a revocable living trust to make sure that assets line up¬†correctly¬†with the overall estate plan, including the revocable living trust. Unfortunately, the “correctly” part of the reminder came in the form of a deceased client who […]

Seven Living Trust Mistakes

A revocable living trust can be a great estate planning vehicle that keeps your assets out of probate and minimizes settlement costs. However, there are (at least) seven big mistakes that I has seen when it comes to putting together a revocable trust. While other attorneys may have different opinions on some of these items, […]