The F-Word That Can Break Your Estate Plan: Funding Let’s talk about the F-word. No, not that one. We’re talking about funding—and if your trust isn’t funded, your estate plan might not work the way you think it will. Many people walk out of their attorney’s office, binder in hand, feeling accomplished. The trust is…
When Should a Child Get Full Access to Their Inheritance? Balancing Maturity, Milestones, and Meaning in Your Estate Plan One of the most important—and most personal—decisions you’ll make when setting up a trust for your children is deciding when they should receive full access to the assets. While age benchmarks are common, many families today are also…
When you use a trust, you bypass probate, a lengthy legal process that validates your will, and you leave precise, legally binding instructions for how to distribute and potentially maintain your assets. Have a beneficiary with special needs who’s ill equipped to manage the inheritance? Bequeathing complex assets that require ongoing attention after you’re gone?…
