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Are pot trusts still useful?
Why do I still talk to my clients about pot trusts? Suppose a client dies while her three kids are still young. There are a few choices about how to hold assets for the kids. The trust could say: create equal one-third shares, so each kid has their own share. That way, the kids are […]
What is “funding” a trust?
Early in my career, I had clients sign a funding acknowledgment when we signed their estate planning documents. That acknowledgment was my way of telling clients it’s essential that they connect substantially all their assets to their trusts. Otherwise, the thing they wanted to avoid — probate — would be necessary. In the last two […]
Why are estate planners so nosy?