Category: Trusts

Choosing a Trustee

December 20, 2022

How to Choose a Trustee

Selecting your trustee is one of the most important responsibilities you will have as you set up a trust. However, while you […]

Trust Protector

December 20, 2022

What is a Trust Protector? 

As you are forming your Trusts and planning the details of your estate, one of the most important details you may be […]

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December 13, 2022

Qualified Spousal Trusts in Missouri

In Missouri, a married couple’s trust (meeting specific criteria) can provide unique asset protection characteristics. What Is A “Qualified Spousal Trust” (QST)? […]

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November 16, 2022

What happens if I don’t have a Successor Trustee?

If a Trust does not have any living Successor Trustees, very likely a professional fiduciary would be appointed by the court. However, […]

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October 27, 2022

Wills vs. Trusts

Take a look at two crucial Estate Planning documents. Learn more about the differences between wills and trusts and which might be more appropriate for your goals.

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October 12, 2022

What happens to a Joint Trust when one spouse dies?

For Joint Revocable Living Trusts formed by married couples, minimal changes occur (regarding the Trust) upon the death of the first spouse. […]

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October 7, 2022

How do I move personal property into my Trust?

Personal Property and assets that do not have a formal title of ownership transfer to one’s Trust by signing an “Assignment of […]

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September 28, 2022

Why should I move my house into a Trust?

If you have a Revocable Living Trust, transferring real estate you own into the Trust can have many advantages. When clients have […]

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September 19, 2022

The Most Common Reasons for Creating a Trust

Why would you want to consider forming a Trust? There are many excellent reasons to utilize a Revocable Living Trust as part […]

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August 23, 2022

What is the best way to transfer real estate to a Trust?

The best method to move real estate into your Trust depends on various factors. Ultimately, you should consult an attorney. However, here […]

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July 12, 2022

What happens to my Trust if I am incapacitated?

A well-drafted Trust contains many safeguards and instructions for what should happen if the Trust’s creator becomes incapacitated. Regardless of age, health, […]

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June 21, 2022

Can a Revocable Trust be amended?

A revocable trust can be amended anytime during your life. Learn more about situations that necessitate seeing your attorney to make such […]

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June 1, 2022

What jobs do I pick when I create my estate plan?

A typical Trust-based estate plan includes a Will, Trust, General POA, and Health Care POA. In the process of creating these documents […]

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May 18, 2022

What are the differences between a Will-based estate plan and a Trust-based estate plan?

Learn more about your options for selecting the right estate plan for you and your loved ones. Certain documents are almost universally […]

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October 26, 2021

Can (and should) I select the same person as both Personal Representative and Successor Trustee?

Estate planning clients frequently ask if it is important to separate the roles of PR and Successor Trustee. Before diving into this […]