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Posted in Estate Planning, Living Trusts on Feb 4th, 2010
When should I review or update my Trust? You should review your estate planning documents periodically. If it is not up to date when you die, your estate may not be distributed as you wish. Your Trust can be changed through an Amendment, a legal document that must be drafted and executed with the same procedure [...]
Posted in Estate Planning, Living Trusts, Same-Sex Couples on Apr 2nd, 2009
Here’s a good idea: Give guidance to your heirs, expected personal representative (executor or trustee) and loved ones by creating a Letter of Last Instructions. Tell your estate planning attorney, and proposed Excecutor or Trustee where it can be found, and leave it in that trusted place (safe deposit box or fire-proof safe – you [...]
Posted in Living Trusts on Mar 17th, 2009
You should review your estate planning documents periodically. If it is not up to date when you die, your estate may not be distributed as you wish. Your Trust can be changed through an Amendment, a legal document that must be drafted and executed with the same procedure that applies to Trusts. Do not change [...]
