Posts Tagged ‘trusts’

ESTATE PLANNING LAW REPORT: August 2020
What Is “Funding” A Trust?

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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 […]

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?

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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. […]