Posts Categorized: Legacy Planning

Trust Distribution Checklist

/ By: Deborah Sexton, Estate Planning Attorney

Category: Advanced Estate Planning, Asset Protection, Deceased Person's Debts, Estate Planning, Federal Estate Tax, Gifting, Inheritance Planning, Legacy Planning, Online Accounts, Pay on Death, probate, Tangible Personal Property, Trust Funding, Trusts, Uncategorized

There are lots of ways you can have your trust distribute money to your beneficiaries. Here is a checklist of some of the jargon, considerations, and approaches involved in trust distribution. Too often people view...

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Types of Wills and Trusts – Which is Right for Me?

/ By: Deborah Sexton, Estate Planning Attorney

Category: Advanced Estate Planning, Estate Planning, Incapacity Planning, Inheritance Planning, Legacy Planning, Parents with Young Children, Pet Planning, probate, Retirement Planning, Trusts, Wills

There are many different varieties of wills and trusts to fit the needs of each individual.  Only a qualified attorney should draft these documents.  To give you an idea of the options available to you,...

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