Monthly Archives: June 2012

June 2012 Future Estate Newsletter

I seem to forget to post my newsletter on my blog. Shame on me. Here is my June 2012 Newsletter – topics include: Portability of Married Couple’s Estate Basics of Estate Planning: Joint Tenancy is Not a Good Estate Plan … Continue reading

Posted in Estate of the Month, Joint Tenancy, Monthly Newsletter, Portability, Probate | Leave a comment

Trustee Part VI…Having Co-Trustees Might Not be a Great Idea

For the last several posts on the Trustee, I have been teasing out why it might not be advisable to appoint or name co-Trustees to your trust, and more importantly, successor co-Trustees once you have passed away. The last several … Continue reading

Posted in Estate Litigation, Estate Planning, Revocable Living Trusts, Trustee, Trusts | 7 Comments

The Trustee: Part V…More Trustee Responsibilities

The last several posts have described the importance in selecting the appropriate person to be the trustee, the qualities for a good trustee, the powers the trustee can be given to oversee the trust and some of the trustee’s responsibilities. Here are the additional trustee responsibilities. … Continue reading

Posted in Estate Planning, Revocable Living Trusts, Trustee, Trustee Responsibilties, Trusts | 1 Comment