Posts Tagged 'Revocable Living Trust'

6-Step Estate Planning Checklist

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6-Step Estate Planning Checklist
Posted on: November 7th, 2016
By Mary Merrell Bailey, Esq. and Hallie Zobel, Esq.

As we enter the final quarter of 2016, we like to remind our clients, friends, and professional associates to pause and reflect on their goals (whether for themselves or for their clients) for the coming year.  To facilitate that process, we have prioritized a checklist summarizing what we consider to be “Six Very ...

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Navigating Life’s Journey: The Role of the Revocable Living Trust

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The function of a revocable living trust is far more powerful than a “simple will” because it covers the three phases of the Trustmaker’s life, and a will does not.

Navigating Life’s Journey: The Role of the Revocable Living Trust
Posted on: October 2nd, 2015
By Mary Merrell Bailey, Esq.

A Revocable Living Trust covers the three phases of the Trustmaker’s life. Created during your lifetime, your revocable living trust (RLT) is your alter ego. Designed to be the minivan of trusts, ...

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Thanksgiving Holiday Provides Opportunity for Family Members to Spot Signs of Incapacity in Aging Parents

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Spotting signs of incapacity and early detection of cognitive decline enables professional advisors to more effectively address financial, legal and care-giving concerns.

Thanksgiving Holiday Provides Opportunity for Family Members to Spot Signs of Incapacity in Aging Parents
Posted on: November 10th, 2014
By Mary Merrell Bailey, Esq., CPA MBA MSTax MSAccounting

With fuel prices the lowest in four years, more than 40 million Americans are expected to take to the roadways, railways and airways as they head home for the Thanksgiving ...

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Choosing the Right Trustee

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Choosing the Right Trustee
Posted on: June 20th, 2013
By: Hallie Zobel, Esq.

Revocable living trusts are wonderful because of the flexibility they allow in managing your assets and providing for continued management in the event of disability. Most people choose to be trustees of their own revocable living trust during their lifetimes, but a critical choice facing those making trusts is who to select to manage things after they have passed away.

Many people choose family members, usually a child. In ...

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