I have written at various times in the past about re-titling your assets after you have established a trust, and emphasized the importance of this process. When you establish a trust, the objective is to facilitate the management, and eventual distribution, of your assets. To make that work, there must be assets that are owned […]
Posts Tagged ‘trusts’
ESTATE PLANNING LAW REPORT: April 2020 Frequently Asked Questions About Wills
Here are some frequently asked questions (FAQs) about wills. The rules discussed below are specific to Arizona, but most states probably have similar rules. •Why is it important to preserve an original will? Putting aside for the moment the possibility of an electronic will (discussed in my November 2019, Report) the answer to question of why […]
ESTATE PLANNING LAW REPORT: August 2018 What Is “Funding” A Trust and What Are Other Ways To Leave Things To People Without Using A Will?
I have written at various times in the past about re-titling your assets after you have established a trust, and emphasized the importance of this process. Nevertheless, I still get more questions about it than just about any other topic. So, at the risk of redundancy, I decided that it’s time for a quick review. […]
ESTATE PLANNING LAW REPORT: March 2017
Funding A Trust and Other Ways To Leave Things To People Without Using A Will
I know I have written at various times in the past about re-titling your assets after you have established a trust, but I still get more questions about it than just about any other topic. So, it’s time for quick review. When you establish a trust, the purpose is usually to facilitate the management, and […]
REAL ESTATE LAW UPDATE: February 2015
Commentary on Changes in Home Mortgages- What’s the Idea Here?
I have not been paying a whole lot of attention to the home mortgage situation, but I did notice some interesting news not too long ago. The Wall Street Journal reported, on October 22, 2014, that Fannie Mae and Freddie Mac, the federal agencies that provide financial backing for home mortgages, will lower the down […]