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Articles

Does life insurance need to be included in my trust?

Many questions related to life insurance arise when I meet with clients to talk about their estate plan.  For many people, the life insurance policy is a significant portion of their total estate. However, the proceeds from a life insurance policy are not normally included in the basic will or trust estate plan.  A life […]

senior-student

Articles October 2, 2014

STUDENT LOANS ARE NOT JUST FOR THE YOUNG ANYMORE

The General Accounting Office published a report that evidences a troubling trend. Between 2002 and 2013, the number of people whose Social Security checks were offset to pay student loans rose over 500%, from 31,000 to 155,000. That means, many seniors who are dependent on Social Security funds for at least part of their income, […]

TOD

BE AWARE OF PROBLEMS WITH TOD BANK ACCOUNTS AND JOINT TENANCY

I have recently been talking to people about TOD or transfer on death accounts. Sometimes you think, well, I don’t really need to put my bank account in the name of my trust because my account says that when the primary owner of the account passes away, it’s transfer on death, it goes to a […]

Articles Living Trusts March 20, 2012

YOUR LIVING TRUST: 5 THINGS TO CHECK

It’s  the perfect time to review your Living Trust to make sure it meets with your wishes at the present time. I recommend a Trust Review once a year. Here are 5 Important Things to check when reviewing your Living Trust:  1) Living Trust: Beneficiaries – There is an article in your Living Trust titled […]

Articles Living Trusts February 29, 2012

TOP 10 REASONS YOU NEED A LIVING TRUST

Now, you might say: “I don’t need a trust. I don’t have a large estate. I don’t need fancy planning. It’s too expensive anyway. And complicated. So I just don’t need a trust!” And so you ask: “Why would I want to have a trust?” I’m going to describe in a few simple words why […]

Articles Living Trusts November 24, 2011

LEAVE A LEGACY THROUGH YOUR ESTATE PLAN

One of my favorite national holidays is Thanksgiving. We remember Thanksgiving because that’s the day of giving thanks and feasting. The first Thanksgiving Day proclamation was issued by our first president, President George Washington. He was such a great man and he did more things than we can even remember. One of the things I […]