By Tim Barkley. December 2015. The text message was from Susan: “How much can my fiancé’s mom give away in a year?” I called her back. Some things are best handled in person. “What’s up?” “Thanks for calling right back! My fiancé’s mom wants to give money to her kids...
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...
