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Living Trusts

Estate Planning Living Trusts October 15, 2012

LIVING TRUSTS: WHY PAUL RYAN’S LIVING TRUST ISN’T PRIVATE

In case anyone needs any more reasons not to run for public office, there is recently some headlines in the news about Paul Ryan and his estate and his family. These are things that generally don’t come to light because it is in a trust. What happened was, his wife’s mother passed away several years […]

ESTATE PLANNING WHEN YOU HAVE A CABIN OR VACATION HOME

Some of us are privileged to have extra things in our life, like a cabin or a nice house to leave to the next generation. Sometimes even a winter retreat or a summer retreat. The problem with that in estate planning is this: If you have family members that you want to leave that cabin […]

Estate Planning Living Trusts September 7, 2012

IS IT OKAY TO USE ONLINE SOFTWARE TO CREATE YOUR ESTATE PLAN?

  My name is Clint W. Smith. I am an attorney. I practice in estate planning law in Mesa, Arizona. Is it Safe To Use Online Software to Create Legal Documents? Occasionally I come across people who want to use a website, some kind of online software, to create their trust. I’ve got to concede […]

Living Trusts August 21, 2012

DO I NEED A TRUST?

Often I am asked, “Do I need a trust?” Here’s who needs a living trust: 1. If you have children or 2. If you have assets that total more than $50,000, 3. If you have real estate such as a house. Even if you don’t have equity in it right now, that can happen pretty […]

Estate Planning Living Trusts August 10, 2012

A LIVING TRUST FOR YOUR ELDERLY PARENTS

  I have a concern in my dealings with children of elderly parents who haven’t set up their estate plan yet. The parents just aren’t willing to sit down with a lawyer for whatever reason. The children, who are very concerned about what happens to the estate. These (adult) children come to me and say, […]

Living Trusts June 26, 2012

YOUR LIVING TRUST: WHAT’S IN A NAME?

Wondering what you should name your living trust? A friend asked me just this week: “If I create a revocable living trust for all my assets, what do I call my trust?” It used to be the accepted practice that your family name should be a part of the name of your living trust. So […]

HOW TO PROTECT YOUR MLM BUSINESS

Mrs. Green (not her real name)  had been diagnosed with terminal cancer and knew she didn’t have much longer to live. She was very successful in multilevel marketing business, which she had created through her efforts over the years. She wanted to leave that business to her two sons, who were now old enough to […]

Living Trusts Tax Planning March 21, 2012

USING AN A/B SPLIT IN YOUR ESTATE PLANNING

One of my colleagues had a most memorable experience in estate planning. It happened several years ago. He happened to be visited on the same day by two lonely widows. One widow visited in the morning and the other in the afternoon. Their situations were so similar that it made a big impression on his […]

Living Trusts March 21, 2012

TRANSFER ASSETS TO YOUR LIVING TRUST

I love using a revocable living trust in estate planning. When a living trust is drawn out the right way and properly funded, it saves time, money, loss of privacy and other complications in the settlement of an estate. Living trusts really work well. They avoid the probate process. One thing that people often forget […]

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 […]

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