Blog Posts in October, 2016

  • Isn't Trust Settlement Automatic?

    I have noticed a consistent misunderstanding amongst clients and potential clients that should be addressed. Too often I hear people exclaim that settlement of a trust at death is ‘automatic.’ I am not certain how they arrived at this conclusion; however, it is completely and utterly flawed. Let’s reason through this together. First, a revocable living trust (RLT) is a document, pure and simple. ...
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