Category Archives: Trusts and Trusting
I cannot answer your questions
I cannot answer your questions. I can only address them. Only you can answer your questions. You take in what I give you, adjust its fit and assimilate into yourself only what fits for you. :- Doug.
Managing someone else’s money
Friends– The Consumer Financial Protection Bureau (a US government agency) has recently published some plain English guides available for free download. They will soon be available in print for free, too. The guide topics are: Powers of attorney Court-appointed Guardians … Continue reading
Posted in Aging, Caring, Powers of Attorney, Trusts and Trusting
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If we did things to save taxes we may no longer
If we did things to save taxes we may no longer need those things. This is true these days of estate and inheritance taxes. It is sometimes more true as we grow in age. :- Doug.
Posted in Eldering, Trusts and Trusting, Wills
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Trusts do the work twice:
Trusts are doing the work twice: once at start, once at finish. You need to get the property into the trust, then you need to get it out. Probate is doing the work once. You only transfer it from one … Continue reading
Posted in Trusts and Trusting
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Trusts and tuxes
Saying everyone needs a trust is like saying every man needs to own a tuxedo. They are great for special settings but not an everyday necessity. :- Doug.
Posted in Trusts and Trusting
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worth doing cheaply
The trust mills are staffed by people who believe anything worth doing is worth doing cheaply. :- Doug.
Posted in Trusts and Trusting, Wills
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I don’t care whether we use probate….
I don’t care whether we use probate or some other tool: let’s just get the job done. :- Doug.
Why complicate your life?
Trusts: why complicate your life if you don’t have to? Simple can be elegant and your best fit. :- Doug.
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Wills and Trusts are not difficult complex things
The difficult complex things in families are not how we write a Will or a Trust or a deed. Rather they are in getting conversations going, deciding directions, making life choices. People keep these to themselves often out of avoiding … Continue reading
Posted in Conversation, Trusts and Trusting, Wills
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Love letters to our families
Wills, Trusts, Powers of Attorney, Personal Care Agreements, Living Wills, end of life caring, Long-Term Caring: I help people write love letters to their families. :- Doug.
Work as inviting….
My work can be seen in terms of invite, free, call whole mmm. :- Doug.
Cast your line into the water
I can be your guide, but you’ve got to cast your line into the water. :- Doug.
Law, technicalities and guessing
Law is not solely about the technicalities: it goes beyond to what works, what is apt to work, and where peoples’ hearts want to go. All life is guessing; we must work also with art and heart. :- Doug.