Trust Funding

It's all taken care of...

Posted on: October 6th, 2015
Dad was always the one who was the rock in our family. He made sure we were well taken care of and mom and we kids never questioned him; he had it all under control. After dad passed away, my mom, my sister and I were comforted because dad always told us, "it’s all taken care of." From the funeral arrangements to the life insurance to the gardener, everything was in order. No need to worry about a thing!...

Beware of Public Records Scams!

Posted on: February 4th, 2015
Beware! There are companies out there watching public records and when there is a death, a document recorded with the County, or a new corporation or partnership filing with the State, they send "offers" to obtain copies of the recordings or filings for you. They can look "official" but they are not! ...

The Importance of Being Funded

Posted on: April 10th, 2013
It may seem that that we spend a lot of time harping on how important it is to have your assets titled in your trust. We do, because that is the single most common “complication” we encounter in the trust administration process....
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