Category Archives: Trusts

Is It Really a Free Dinner???

Have you received the mailings or seen the notices in your local newspaper or periodical?  Free Lunch Seminar on the Critical Elements of Estate Planning.  Free Dinner (at a fancy restaurant) on what you need to know to maximize your … Continue reading

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Have You Protected Your Digital Assets?

Digital assets are fast becoming one of the most valuable parts of many people’s estates.  The following column alerts us to ideas for protecting those assets when we die. Don’t leave grieving relatives searching for your passwords: Here’s how to … Continue reading

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Avoiding Lost Documents

I frequently hear from clients who inquire about probating their family member’s estate that they cannot locate important documents of the deceased family member even though they know the documents existed.  So, what can you do to avoid this situation … Continue reading

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Preparing to Call Your Estate Planning Attorney

I know most of you can barely hold yourself back from dialing that phone and calling your estate planning attorney to set an appointment to do your will.  But let’s reign in some of that enthusiasm and do a little … Continue reading

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Key Issues In Selecting A Trustee

A trustee should be designated any time you are creating a trust.  There are many types of trusts.  Sometimes we create trusts to be effective immediately.  Other times we create them within a will to be effective upon death or … Continue reading

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