I know that many folks don’t know who Derek Jeter is. But I’m glad my children know. Derek Jeter is the short stop for the New York Yankees. Last night was his last home game of his career. During this year, every team the Yankees played honored Derek with some type of award or recognition. They all want to be … Read More
Most Common Workshop Question
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
I Was Up ‘Till 1:30 am
I was speaking to my cousin last night until 1:30 about families and the power of living trusts to help fix broken relationships. There is one person, let’s call him Bill, in our family who is looking at getting a divorce but he has several minor children. Without getting into too many details, let’s assume that Bill is the victim of … Read More
Bookkeeping Workshop
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
Why He Wanted Me to Re-do His Trust
When folks have their trusts designed and crafted by LegalZoom or some other company that is not able to practice law they often tell me they have an unsettled feeling that something is missing. Last week a man hired me to re-do his trust because he was dying and he wanted make sure it was perfect so his loved ones … Read More