Procrastination & Probate Pt.3

Procrastination and Probate Pt.3 In this final post, we will review why the title of real estate matters in estate planning and probate. Probate is the system of last resort. ¬†As I have said in other posts, probate’s purposes is primarily to provide for the...

Living Trust Keys Pt 3

Key Provisions Part 3: This post continues and concludes the discussion about the key provisions in a living trust. Tax Planning Provisions: The tax provisions are important because the nature of a trust administration can be very long or short.  Regardless of the...

Living Trust Basics Pt. 2

Key elements of a Living Trust PART 2: This post continues the previous discussion about the key elements of a trust. KEY PROVISIONS: The Dispositive Provision Section The most important section of a living trust is the dispositive provision section, or the who gets...