Tag: living trust


4 estate planning techniques for blended families

Today, it’s not unusual for a family to include children from prior marriages. These “blended” families can create estate planning complications that may lead to challenges in the courts after your death.

Fortunately, you can reduce the chances of family squabbles … Read More »


Appointing the right trustee for your living trust provides peace of mind

A living trust is a cornerstone of many estate plans. During your life, you can serve as the trustee and manage the assets just as you would if you owned them outright. However, you must choose a trustee to oversee … Read More »


Properly fund your living trust to shield assets from probate

Many people set up a revocable, or “living,” trust to shield assets from probate and take advantage of other benefits. For the trust to work, you must transfer assets to it that would otherwise go through probate — a process … Read More »

May 19th

Estate Planning Briefs. Comments Off on Properly fund your living trust to shield assets from probate

HOBERMAN & LESSER, LLP