Category Archives: Trusts and Trusting
No two clients are ever the same; no two clients’ projects are ever the same: so we have no standard fees. :- Doug.
We work with people we like. :- Doug.
People making life-changing decisions are our Why. :- Doug.
One might build a wall with wallboard—it works, it is good for most settings and most people. It is a modern way of doing things. It is not like were built 100 years ago or 1,000. It meets the needs. … Continue reading
Trust forms from the Internet seem like just words on paper; moving them around seems like a thing anybody can do. They are as dangerous financially as it would be to download a set of instructions for do it yourself … Continue reading
Trust documents are labyrinthine: hard to understand. Wills say give this. In a trust, the house takes two deeds; in probate only one, and sometimes none. In a trust, it takes opening two bank accounts; in probate often two, but … Continue reading
Trusts are complex for complex situations; Wills are the simple means for normal settings. :- Doug.
Why are they pushing trusts? So they can do the work now and be paid for it before you go out the door. :- Doug.
Probate and Wills are not the enemy—only tools among many TOD is not the ultimate slicer, dicer, and cooking pot They call upon you to think :- Doug.
Courts are a utility. Courts are not a hindrance, but a way to get clarity and finality, commodities rare in our world. When you need water you go to the water utility, for electricity you go to a different place. … Continue reading
The Court is here to help us do what we need to do. Why would we use a lathe as a hammer? :- Doug.