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Insights Trusts & Estates

Your Estate Planning Checkup

April 28, 2008 Trusts & Estates

“Nothing is certain but death and taxes.” In 1789, Ben Franklin wrote this in Poor Richard’s Almanack. In 1936, Margaret Mitchell put a different spin on it in Gone With The Wind: “Death, taxes and childbirth! There’s never any convenient time for any of them.” In 2008, both sayings still…

Have You Properly Funded Your Revocable Trust?

January 28, 2008 Trusts & Estates

You may have established a revocable trust for a variety of reasons – to maximize the use of both spouse’s estate tax exemption equivalents; to facilitate the management of assets during lifetime, particularly during any period of incapacity; and to avoid the necessity of probate. Following up to actually re-title…