How to choose an executor or trustee requires some thought and analysis. An executor is the person or company that handles your estate after you die. Whether your estate is held in a trust or is passed by your will, you need an executor or trustee to
“How do I put property into a trust?” is a question I often get after someone forms a living revocable trust. This is an important question. Putting property into a trust is also known as funding the trust. Funding a trust is the engine that runs a
Avoid Probate – Overview Avoid probate and the time delay and expense if a loved one passes away or becomes incapacitated. Here comes the probate trick. When your bank account is owned by your trust, i.e., it is in the name of your trust, and you die,
Avoid Probate (Avoid Probate – This is a small subchapter on how to avoid probate from my book Protecting Your Financial Future.) Here is how to avoid probate. When your bank account is owned by your trust, i.e., it is in the name of your trust, and
