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Happy Hills

Happy Hills  Client Charlie owns and lives in a condo in Happy Hills, a gated community. He is a widower, with three adult children. He has a Revocable Living Trust, which benefits his children. He has provided his Home Owners Association with a guest list, people who...

Living Trusts The Cast of Characters

Living Trusts The Cast of Characters One of the most useful, flexible and cost-effective legal devices available is the Revocable Living Trust. If properly drafted and funded, a trust can enable us to avoid probate and perhaps save hundreds of thousands of dollars of...

Estate Planning: A Cautionary Tale

Estate Planning: A Cautionary Tale  Grandpa committed an act of kindness: He executed a living trust to ensure that after his death, his assets would be distributed in accordance with his wishes, without the expense and inconvenience of   probate proceedings. He...

Estate Planning: Acts of Kindness

Estate Planning: Acts of Kindness  How may we best protect our families, while allocating our resources sensibly? By carefully considering the needs of our families, we find our answers—and earn some peace of mind in the process. Who should inherit our assets when we...

Beauties of the Buy-Sell

Beauties of the Buy-Sell  Thomas, Richard and Harold (the proverbial “Tom, Dick and Harry” in corporate executives’ clothing) are the sole officers, directors and stockholders of a small but successful service-oriented corporation. During the company’s four years of...