Category Archives: Revocable Living Trusts

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

The Trustee: Part IV…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 and the power the trustee can be given to oversee the trust. The trustee powers are utilized by the trustee … Continue reading

Posted in Estate Planning, Revocable Living Trusts, Trustee, Trustee Responsibilties, Trusts | 2 Comments

To Trust or Not to Trust…Part VI: Simple Estates Might Delay the Need to Create a Revocable Living Trust.

This is the sixth in a series of posts on whether it makes sense to create a revocable living trust or not.  You can read previous posts here (health and age), here (family dynamics), here (privacy and estate size), here … Continue reading

Posted in Estate Planning, Factors for not Creating, Probate Assets, Revocable Living Trusts, Trusts | 3 Comments

To Trust or Not to Trust…Part 5: Age and Time Reasons to not Create a Revocable Living Trust?

This is the fifth in a series of posts on whether it makes sense to create a revocable living trust or not.  You can read previous posts here (health and age), here (family dynamics), here (privacy and estate size) and … Continue reading

Posted in Estate Planning, Factors for not Creating, Revocable Living Trusts, Trusts | 2 Comments

To Trust or not to Trust: Part IV…Real Estate

This is the fourth in a series of posts on whether it makes sense to create a revocable living trust or not.  You can read previous posts here (health and age), here (family dynamics) and here (privacy and estate size). … Continue reading

Posted in Ancillary Probate, Estate Planning, Factors for Creating, Probate, Real Property, Revocable Living Trusts, Trusts | 3 Comments

To Trust or not to Trust: Part III…Taxes and Privacy are Factors in Creating a Trust

Another reason a person might want to establish a trust is the privacy a living trust bestows. A will needs to be probated, or in layman’s terms, submitted to the court for review. The will becomes part of the public … Continue reading

Posted in Estate Planning, Factors for Creating, Federal Estate Tax, Revocable Living Trusts, Trusts | 4 Comments

To Trust or not to Trust: Part II…More Reasons to Create a Revocable Living Trust

Last post, I described several reasons why a person might move their assets into a revocable living trust.  But there are additional factors that play into whenever transferring assets into revocable living trust makes sense for a client. Another reason … Continue reading

Posted in Estate Planning, Factors for Creating, Revocable Living Trusts, Trusts | 5 Comments

What is Estate Planning?

When I am asked what I do for a living when I meet someone new, I try to say that I am a “wills and trusts attorney.”  In the past, when I said I was an “estate planner,” I have … Continue reading

Posted in Advanced Medical Directives, Durable Power of Attorney, Estate Planning, Revocable Living Trusts, Wills | Leave a comment