Easy Catch; Hard Release
3 Jun, 2019//Posted by : admin//Category : Uncategorized
Many years ago, I engaged in a candid conversation about his career with a good friend, who was a stock broker and financial planner. He told me that he and his minions employed at a large, nationwide financial brokerage outfit...
Providing for “special needs” beneficiaries
18 Apr, 2019//Posted by : admin//Category : Uncategorized
Many parents and other Trustors want to provide for beneficiaries that have disabilities severe enough to qualify them for "public assistance" benefits. This type of government entitlements are given to those who are unable to work, or otherwise function in...
Beneficiaries and Buyouts
12 Mar, 2019//Posted by : admin//Category : Uncategorized
It is not unusual in family estates, whether they be in probate court, or, more commonly now, in a deceased parent's trust administration, for one of the heirs, usually a child, to want to keep the Decedent's residence "in the...
How Heggstad Sweeps Assets into Trusts
20 Jan, 2019//Posted by : admin//Category : Uncategorized
When clients are planning revocable trusts, and again, while they are signing, and again, after they are mailed the recorded deeds, etc., we always take care to explain that trusts are fairly useless and inoperative without anything in them. They...
How small estate administration helps large estates.
28 Dec, 2018//Posted by : admin//Category : Uncategorized
Most, if not all, of these United States have statutes that allow Will beneficiaries and/or intestate heirs to collect accounts, property, and other small assets without the expense and delay of probate court proceedings. These statutes can be helpful in...