Aging-in-Place Planning and Elderlaw

The blog reports information of interest to seniors, their families, and caregivers. Recurrent themes are asset and decision-making protection, and aging-in-place planning.

Showing posts with label funding. Show all posts
Showing posts with label funding. Show all posts
Friday, January 17, 2025

Planes, Trains, and Automobiles- In or Out of a Revocable Living Trust?

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You can play the video in the embedded viewer by clicking on it, or you can play the video fill size in its own window by clicking below (RE...
Wednesday, October 23, 2024

Funding Your Trust

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You can watch the video in this article by pressing play. If you would rather watch the video in a separate window, click here . Funding a t...
Wednesday, April 28, 2021

A Signed and Recorded Deed is Necessary to Prepare A Deed Funding Your Trust

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One of the more common questions clients ask is why they must provide a recorded deed in order to prepare a new deed funding a trust?  The q...
Thursday, April 16, 2015

Tenant's Estate Sues Landlord for Buyout Payment- Contracts and Agreements Are Assets

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Estate planning is a discipline that requires periodic consideration and reconsideration of your circumstances as they change. When the e...
Saturday, January 1, 2005

Account Management Complicated By New Banking Rules

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Every Account Holder Should Be Aware of Changes Americans write about 40 billion paper checks each year. In addition, for the first time ...
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