Tag Archives: trust

Selecting a Trustee- What Matters?

Who Do You Trust? Choosing a trustee requires an appropriate balance between kinship or friendship, expertise and technical knowledge. As a trust attorney one challenging aspect of my practice is the very personal decision by a client about choosing a trustee or trustees (and their substitutes) for his or her many types of trusts. There […]

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Reasons Why Your Trust Should Contain a Residuary Clause

By creating a trust, you are stating your wishes as to how you would like your assets and possessions distributed. Many trusts have a series of specific gifts. However, you should be sure that your trust also contains a residuary clause to best protect the distribution of your assets. Please click here, for more information […]

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How Do I Avoid The Federal Estate Tax For My Heirs?

The federal estate tax has been in the news a lot this past year. Whether you like it or not it is here for at least the next couple of years. This may seem like a silly question but do you want your estate to pay more federal estate tax or less? If you answered […]

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What is an Estate Planning Memo and What MUST it Include?

You may think that if you already have a will or trust you do not need an estate planning memo. But the truth is a will alone often is insufficient to provide your family or loved ones with the crucial information, documents, and instructions for what to do after you are gone. And if you […]

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Can Trust Lawyers Be Trusted?

Have you ever left a meeting with a lawyer more puzzled than when you arrived? Well, one reason is that many lawyers including “trust” and “probate” lawyers use language they are familiar with and use on a daily basis but forget that most of us do not know that language or, for that matter, anything […]

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Do You Have a Trust and Is It the Right Trust?

If you answered no you need to read our trust guide How to Find the Right Trust for You to see what you are missing. There are trusts that help you and your estate save money in taxes. There are trusts that help you care for a loved one with special needs. There are trusts […]

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What Type Of Trust Is Right For You?

Have you heard other people talk about trusts or have you thought about incorporating a trust into your estate plan or asset protection planning but are not sure where to start. We have written this trust guide, How To Find the Right Trust For You, which  explains  many of the most common  trusts as a […]

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Did You Pick The Wrong Trustee For Your Spouse Kids or Grandchildren?

Did You Pick The Wrong Trustee Under Your Will or Revocable Trust? A Quick Guide To Fixing This Mistake And Updating That Old Will Or Trust First, What is a Trustee? A trustee is named in the trust to manage and oversee the trust.A trustee has the ability to make decisions regarding the assets of […]

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