We often are asked questions about living trusts. Here are a few of the more common ones:
Month: September 2015
You Should Have a Lawyer Draft Your Will
With the advent of the Internet has come easy access to legal forms for a variety of purposes. Despite the old adage that “A person who represents himself has a fool for a client,” some people believe that they can be their own estate planner. Perhaps they don’t know any lawyers, or are afraid of lawyers, or assume that the job is easy because their estate is simple, or just want to save money by creating their own will using a generic form.
Five Questions to Ask When You Think About Trusts
Here are some of the basic things to be considered regarding every trust:
Continue reading “Five Questions to Ask When You Think About Trusts”
August 2015
About 10 days ago, before the current market turmoil, we automatically scheduled this month’s newsletter for distribution today. This morning, I felt it would be remiss of us if we did not address the recent market volatility. Continue reading “August 2015”
July 2015
At the end of the First Quarter, 2015 according to the FDIC, the 25 largest trust institutions had $16.989 trillion in assets under administration for a little over 4 million trust accounts. And, that is ONLY for the largest 25 Largest Trust Institutions by Trust Assets.
June 2015
Earlier this month, I had the pleasure once again to present scholarships to the 2015 graduating class of Manchester Township High School from the C. Edward and Helen Enroth Memorial Scholarship Trust. I presented over 20 scholarships totaling $80,000.