Category Archives: Estate Planning

The State of Your Estate!

An “estate”, what’s that?  An estate is the sum of a particular person’s assets. This includes legal rights, interests in property, and money, minus all liabilities. The term “estate” is commonly used in reference to what a person owns when … Continue reading

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You’re a Trustee. . . good luck with that!

Okay, it might not be quite that bad.  But, if you have accepted or inherited the responsibility of “trustee” of a trust, you have very specific responsibilities.  By definition, trustees are people “entrusted” with the ownership of assets that they … Continue reading

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To Trust or Not to Trust

A Trust is an arrangement in which a Trustee is given legal title to property for the benefit of designated beneficiaries.  Trusts can be useful estate planning tools and are increasingly being used even in estates of moderate size. While … Continue reading

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