Currently viewing the tag: "living trusts"

In Trusts We Trust: Day 48

January 25, 2012 by

Simple Trust A simple trust is a trust where the trustee’s only duty is to distribute the assets to the beneficiaries according to the terms of the trust.  Simple trusts are aptly named, because they are in fact simple trusts to deal with.  They do not include charitable gifts and they do not include assets […]

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In Trusts We Trust: Day 38

January 11, 2012 by

Living Trusts If you were reading the blog a couple of weeks ago, you’ll remember we covered Inter Vivos Trusts.  The phrase “Inter Vivos” is Latin; it means “Between the living.”  In the estate-planning world, Inter Vivos is assigned to gifts that are given during the lifetime of the person giving the gift. Here in […]

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In Trusts We Trust

November 14, 2011 by

There are literally hundreds of different techniques to protect your assets, starting at stashing your cash under the mattress, and moving on up.  We believe that one of the most financially sound ways to protect your assets is by setting up a Trust. In short, a Trust is essentially a contract between the person who wishes to protect his assets—also known as […]

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On Steve Jobs, Day 6

October 25, 2011 by

As sad as I was at the passing of Steve Jobs, I consider it an imperative teaching moment that he gave to the rest of us in the way he planned for his death while he was still alive.  Imagine for a moment the enormity of what Jobs had to deal with in knowing that […]

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