Trusts

How to Fund Your Revocable Living Trust (RLTs Part 3 / Updated February 2019)

April 25, 2016

This newsletter is the final installment of our three part series on Revocable Living Trusts (“RLT”s). The first newsletter in this series was “Should I ...

Do You Need To Fully Fund Your Revocable Living Trust During Your Life? Separating Facts From Fiction (RLTs Part 2 / Updated February 2019)

September 10, 2015

This newsletter is the second part of a three part series on Revocable Living Trusts (RLTs). The first newsletter on this topic was entitled, “Should ...

Should I Use a Will or a Revocable Living Trust? Separating Facts From Fiction (RLTs Part 1 / Updated February 2019)

June 30, 2015

For the most recent information on this topic, please click here. You (or someone you know) may have heard that a Revocable Living Trust (often ...

Special Needs Trust Accounts Created Under the ABLE Act

February 17, 2015

by Diane Weinberg This month’s Passionate Estate Planner continues our discussion of trusts used in special needs planning. In January, we looked at three types of ...

Asset Protection, How Did We Get Here?

February 4, 2015

If you have ever contemplated protecting your assets from the claims of others (creditors, spouses in divorce, personal guarantees, etc.), you have likely wanted to ...

Primer on Special Needs Trusts

January 29, 2015

by Diane Weinberg Last week, I received my first phone call about the Achieving a Better Life Experience (ABLE) Act, new legislation creating a type of ...

Planning for Incapacity (Updated February 2019)

October 23, 2014

Most people don’t like to think about their own incapacity or their own death. However, the probability of disability increases with age, and death is ...

What is a Trust? (Updated February 2019)

October 22, 2014

“What is a Trust?” is one of the most fundamental questions we want to answer for our clients. A trust is a legal relationship created ...

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