Posts Tagged ‘trusteee’

“3d Man With Question Mark” by David Castillo Dominici

WHERE IS YOUR WILL?

You’ve had your will (or living trust) drawn up and have checked that task off of your “to do” list.  Where is it?  Who knows where it is?  And the same questions can be asked about your Power of Attorney, your Advanced Directive, Living Will and HIPAA Waiver. We receive numerous phone calls from people

Set up a living trust

Trust Amendments – What are They?

A Trust Amendment is a legal document that changes specific provisions of a Revocable Living Trust but leaves all of the other provisions unchanged. A Revocable Living Trust is a legal contract between the Trust’s maker, called the Settlor or Grantor, and the Trustee, which may be changed at any time and requires the Trustee

Successful Estate plans

Why do I need a Revocable Trust?

A revocable trust is the central feature at the heart of a modern estate plan. But what, exactly, is it?  And what does it do for you and your family? Think of a trust as your own corporation. You, the trustee, are the CEO. That means you have all the decision-making power. Your beneficiaries are

Living-Trust-and-Estate-Planning

What makes up an Estate Plan?

Think estate plans are just for the wealthy? The fact is, just about anyone with a home and a family can benefit from sophisticated estate planning. A well-crafted estate plan can do a lot for you and your family when it matters most. In fact, a modern estate plan is not just about death. It