By Tim Barkley. March 2013. Now that you’ve set up your living trust, you need to feed it to make it grow. In legal parlance, you need to “fund” your trust. The benefits of a living trust – probate avoidance, privacy, efficiency, estate tax avoidance – may be...
By Tim Barkley. February 2013. One of the most commonly employed planning tools on today’s estate planner’s workbench is the revocable living trust. Revocable. Living. Trust. Separate ideas rolled into one planning tool that might be right for you. A TRUST is a...
By Tim Barkley. December 2012. With each new year comes a new opportunity to consider your estate plan and make sure it is up-to-date – or to make one if you don’t have on already! Because we are time-bound mortals, the change of seasons reminds us of changes in our...
