Posts Categorized: Trust Funding

3 Questions About Charitable Trusts

Oct 26, 2012 / By: Deborah Sexton, Estate Planning Attorney

Category: Gifting, Trust Funding, Trusts

Question 1: Don’t I need a lot of money to set up a charitable trust? You probably don’t need as much money as you think you do. A lot of people can set up a...

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Why Updating Your Will Can Be Complicated

Oct 19, 2012 / By: Deborah Sexton, Estate Planning Attorney

Category: Trust Funding, Trusts, Wills

After creating a Will you may wonder what you might need to do if you ever want to make a change. In general, changing your Will requires you to do the same things you had...

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Living Trusts Are Useful if You Want Privacy

Aug 8, 2012 / By: Deborah Sexton, Estate Planning Attorney

Category: Trust Funding, Trusts

We’ve recently blogged about how representatives of the Joe Paterno estate successfully convinced a Pennsylvania probate court to seal the late coach’s will. Though the estate eventually released the will on its own later on,...

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Deceased Heiress Is the Year’s Top Donor

Jun 11, 2012 / By: Deborah Sexton, Estate Planning Attorney

Category: Advanced Estate Planning, Estate Planning, Trust Funding, Trusts

According to the yearly list of the top 50 charitable donors, 2011′s top spot is occupied by a woman who has been dead for five years. Heiress Margaret Cargill, who passed away in 2006, gavestcok...

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Strange Asset Protection/Estate Planning Move: Adopting your Adult Girlfriend

Jun 8, 2012 / By: Deborah Sexton, Estate Planning Attorney

Category: Estate Planning, Trust Funding, Trusts

It all started back in 2010 when 48-year-old multimillionaire Floridian John Goodman was involved in a drunk driving accident that resulted in a 23-year-old man’s death. Mr. Goodman ran a stop sign, struck the other car and...

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A Few Questions About Using Living Trusts

May 7, 2012 / By: Deborah Sexton, Estate Planning Attorney

Category: Estate Planning, Trust Funding, Trusts

Question 1: How much does it cost to create a Living Trust? Generally, Living Trusts are simple to create and are not very expensive. However, the Living Trust has to be run properly by a...

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My Child’s Name Is On My House AndI Want To Put It In My Living Trust. What Do I Do?

Mar 30, 2012 / By: Deborah Sexton, Estate Planning Attorney

Category: Trust Funding

Your child actually owns the house jointly with you (or individually) and you need your child’s permission to transfer the house to your living trust.

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Should I Fund My Retirement Plan into My Trust?

Feb 6, 2012 / By: Deborah Sexton, Estate Planning Attorney

Category: Retirement Planning, Trust Funding

You absolutely do NOT change the title of the retirement account to anything, including your trust.

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Trust Distribution Checklist

Oct 6, 2011 / 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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What is Trust Funding?

Mar 2, 2011 / By: Deborah Sexton, Estate Planning Attorney

Category: Estate Planning, Trust Funding

Trust based planning is appropriate estate planning for most people. And, trust funding is necessary to make your plan work and avoid probate. “Trust funding” is the legal process of transferring title of...

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