Posts Tagged ‘irrevocable trust’
Why a Do-It-Yourself Trust Can Cost You More Than You Ever Imagined
Every week, we meet with families who are trying to do the right thing. They’ve worked hard their entire lives. They’ve built a home, raised children, saved for retirement, and now they want to make sure everything they’ve worked for is protected. Many of them tell us the same thing: “We thought we were saving…
Read More“Can’t You Just Amend My Trust?” — When Amendments in Estate Planning Can Go Wrong (and a Better Approach)
A couple of months ago, a prospective client came into our office carrying a thick folder that looked like it had survived two decades of life changes, moves, and filing cabinets. Inside was a 20-year-old living trust she had originally created with her late husband. At first glance, her request sounded simple: “Can’t you just…
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