Monthly Archives: June 2011

Beneficiary of a life insurance policy

┬áSam and Elizabeth (husband and wife) have created a trust which remains revocable when one of them dies, and which gives the surviving spouse the option of disclaiming (refusing to accept) all or a portion of the first spouse to … Continue reading

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Danger signs when a family member tries to speak for a client

When estate planning attorney Bill first met John and Mary, they were in their early 50s, alert and vigorous. Over the years, their health has declined, but they still were clear on what they wanted and didn’t want. Recently, their … Continue reading

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Business Entities and Estate Planning

  One way to avoid probate is to change the ownership of an asset to a person’s revocable trust. For bank and brokerage accounts, the custodian of the asset needs to be asked to assist in retitling the account. For … Continue reading

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