Tag Archives: Trusts

Estate Planning 101 – Trusts – Death of the Settlor

When the Settlor (i.e. creator) of a Trust dies, it is usually an important event in the life of the Trust.  Legal and other work becomes necessary.  This is especially true if the Trust holds real estate.  (See my prior … more

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Estate Planning 101 – Trusts – Property

The first blog post in this section on Trusts looked at the three basic parties to a Trust: the Settlor, the Trustee, and the Beneficiary. The second looked at when a Trust begins. This post focuses on property issues in … more

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Estate Planning 101 – Trusts – Beginnings

The last blog post looked at the three basic parties to a trust: the Settlor, the Trustee, and the Beneficiary. When Does a Trust Begin? This blog post looks at the issue of when does a trust begin. Or said … more

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4 Short, Plain-English Reasons You Should Make Estate Planning a Priority in the New Year

This blog has been in a series on Estate Planning 101 for some time. One of the reasons for that focus is that Estate Planning is such an important topic.  Another reason is that so many clients and others I meet … more

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