Most Common Workshop Question

Gary FalesLiving Trusts, Workshops

I teach quite a few workshops on Living Trusts, and I just finished teaching one tonight.  I’m asked quite a few questions about probate and how living trusts are used to help people avoid the expense and publicity of the probate process. I find that about 20 types of questions account for 80% of the questions I’m asked.  In fact, … Read More

Bookkeeping Workshop

Gary FalesWorkshops

Four times per year I teach the Bookkeeping Workshop to my clients.  I think of this as part two of my public workshop on asset protection or living trusts. I use the word “Bookkeeping” in the title of the workshop but the reality there is very little bookkeeping required with trusts.  But there is paperwork when funding trusts or transferring … Read More