A Quick Introduction to Trusts - You may be thinking of creating a trust to help manage your assets — or maybe you don't even know how a trust could help. Here is a basic overview of trusts: A trust is created by you, the grantor. You write the rules governing how the trust will operate — what it …
Trust and Will
Review Your Trusts: The When and the How
Review Your Trusts: The When and the How - Common assets placed into a trust include your home, bank accounts and stocks. With a revocable trust, you name yourself as the trustee to remain in control of your assets. When you die, your trust becomes irrevocable and is transferred to a designated …
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Just How Much Is Jewelry Worth?
Just How Much Is Jewelry Worth? - Evaluating jewelry and arriving at an accurate value is not easy. That's why dividing up the jewelry in an estate can lead to frustration. You may be entrusted with safeguarding family heirlooms for future generations. You may be expected to divide them for the …
Do You Need a Will and a Trust?
Everyone wants to protect their families, even after they pass from this world. That’s the purpose of estate plans. But how do you know whether all of the elements of a good plan are in place? Do you need a will and a trust? The first step is understanding the difference between a will and a …
Can You Amend a Trust With a Post-It Note?
In Pena v Day, Anderson created a revocable trust in California in 2004 in which he was both the settlor and the trustee. The Trust specifically provided that amendments “be made by written instrument signed by the settlor and delivered to the trustee.” The Court was presented a question of …
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