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Category Archives: Trusts

Why Do I Need A Trust?

I sometimes forget that clients cannot read my mind. We will be talking about their estate plan and making sure that their minor or disabled children are provided for and I’ll mention the word “trust.” I mean in the general sense of “a person (the trustee) holding property for the benefit of another (the beneficiary.)” [...]

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Estate Planning and Divorce – Tips on Trusts for the Family Law Attorney

Many times in a divorce, one or both parties will be required to set up a trust to hold funds for the minor children’s college education.  I’ve been contacted by  divorce attorneys after the divorce to draft such trusts based on the language in the divorce agreement. Which was written by divorce attorneys. Not trust [...]

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Charitable Giving – Being Specific with Your Wishes

Many of my clients want to remember certain charities in their Wills or Trusts.  They may say "I want to leave money to my church" or "I’d like to set aside some funds for the Salvation Army" or perhaps another charity that has local and national branches.  One thing to keep in mind when thinking [...]

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ABA Guide to Wills and Estates

The American Bar Association has book called the Guide to Wills and Estates available for downloading from their website.  The book guides you through the different estate planning tools, and talks about how planning now makes things easier for your family later.  While advice from a book does not replace a relationship with an attorney, [...]

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