Archive for February, 2010
Tuesday, February 16th, 2010
Legitimate trusts are tools used by qualified estate planners and their clients to achieve certain objectives, including, but certainly not limited to, controlling the disposition of assets, avoiding probate, reducing administration costs, saving estate taxes, and preserving family wealth for future generations. Unfortunately, trusts are often used for improper purposes. ...
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Monday, February 15th, 2010
If you have a revocable living trust, funding of the trust is an essential step to ensure that the trust operates as intended. Funding your trust with the bonds that you own is just one step in this funding process. In order to transfer your bonds to the trustee of ...
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Friday, February 12th, 2010
One very important part of estate planning that is often overlooked is Incapacity or Disability Planning. Most people view estate planning as planning for what happens after you die. However, what would happen if you became mentally incapacitated?To take care of yourself and to maintain control of your financial affairs ...
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