Estate Planning and Estate Administration

ESTATE PLANNING WITH TOTAL RETURN UNITRUSTS

Friday, May 11, 2018

A Total Return Unitrust requires a monthly, quarterly, semi-annually or annual payment to the current beneficiaries of a stated and fixed percentage of the Fair Market Value of the trust assets as evaluated each year such as on... Continue Reading

ESTATE PLANNING FOR DIGITAL ASSETS IN 2018

Wednesday, May 9, 2018

Twenty years ago all of your telephone calls were made from your home phone; all written messages were letters or faxes on paper; your music was confined to collection of records, 8- track or cassette tapes or CDs; your favorite... Continue Reading

Estate Planning – A Will or a Living Trust?

Thursday, April 26, 2018

ESTATE PLANNING SHOULD I USE A WILL OR LIVING TRUST TO DEAL WITH MY PROPERTY? Wills are the most popular estate planning tool. They are simple and pretty inexpensive to have drafted. A will is a written instrument which... Continue Reading

Estate Administration: The Will after Death

Thursday, April 19, 2018

Wills are the most common way for people to state their preferences about how their property should be handled after their death. A will is similar to an instruction booklet for the probate court, the court that oversees estate... Continue Reading