Trust Meme Blog - Inter Vivos, PLLC

What Do You Mean It's Not Real?!

1/30/2015

While estate planning is important, it's probably not something that most people would want to do every day, so a lot of people try to just get it over with by getting the first low price option that comes along. Let me tell you why that may not be the best approach...

Has Your Estate Plan Taken a Shower Lately?

1/5/2015

Don't get us wrong- wills have been around for hundreds of years and are still important estate planning tools. Without a will, a person's estate goes through the probate process and the court decides who receives all of the property according to the laws of intestacy. Often that means that property is likely to go places where you didn't foresee it going or didn't want it to go. The benefit of a will is that it allows the court to actually consider how you want your property distributed. But what most people don't realize is that their estate still goes through probate.

What's In The Box? Nothing, Absolutely Nothing!

12/15/2014

So right about now you're probably wondering- "What the heck is trust funding?" Most people have never heard of it. Well, if that's you and you have a trust plan, chances are that your trust is going to fall flat on its face.

It's Packing Whatever You Want It To

11/15/2014

We're gonna make this simple. What are the reasons someone would use a gun trust?

Three Reasons:
1) To make it easier to obtain Title II/ Class 3 firearms.
2) To make it easier to own and use Title II/ Class 3 firearms.
3) To make it easier to pass on Title II/ Class 3 firearms.

It's Worse Than Identity Theft- Do You Know Who's Driving Your Life?

10/5/2014

Most people have heard of a power of attorney, right? It's a convenient tool to leave someone in charge when you can't do it yourself. It's also a very important estate planning tool to help in the case of incapacity and to make estate transfers easier. But did you know that the majority of elder abuse cases nowadays are done through a power of attorney?

Probate: Like Getting Run Over By a Semi

9/15/2014

Ever known someone who has gone through a contested probate? I know, it's kinda like asking if you've known someone who's had kidney stones. The fact is probate is not a fun process to go through.

Special People Need Special Planning

8/18/2014

Children with disabilities need special care. Even as they reach adulthood, they are often incapable of making their own decisions by themselves. That's where the problem starts. As a child, if anything were to happen to caregivers, the court system can appoint a guardian or a custodial care over any property left to them but as an adult, absent seperate proceedings, they are expected to make their own decisions regardless of what their conditions are.

Special needs planning revolves around two big needs. The first one is how to properly care for your special needs child as they grow and have different legal and financial needs come up. The second is how to make sure that they will be cared for if their parent's suddenly passed away.

Oh Lucy, It's Funded!

8/4/2014

So if a family has a trust, then everything's good right? Well... sometimes that's not true. Many people purchase a trust plan and think that is the end of it. Whether it came from a lawyer or from computer program, they are likely to put the documents on a shelf and forget about them. Unfortunately, far too many "trust mill" companies neglect to explain to their clients that in order for their plan to work the trust needs to be funded.

What is funding?

So Important Even A Caveman Should Do It

7/28/2014

Why is it that over 80% of Americans don't have a proper, current estate plan in place? When should people start planning what will happen to their estate? Why should families with small estates still engage in proper estate planning?

Well, let me tell you...

Estate Planning Makes All The Sense in the World

7/20/2014

Welcome to Trust Meme!

As estate planning attorneys the most common questions we deal with boil down to these: Do I really need an estate plan? If so, do I need a trust plan or just a simple will? Is it going to be worth it in the long run?

The sentiment has become so common that it almost makes us cringe to hear someone ask it. Yet, as with most legal matters, the answer can be as straightforward or as complex as you choose to make it. Here's the short version: Yes!

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