by Deliberato Law Center | Jul 18, 2022 | Elder Law, Estate Planning Education, Probate, Uncategorized
A trust is like an Easter basket in that it only really exists when full. Until you fill that wicker frame with chocolate eggs and other goodies, it’s nothing more than, well, a frame. Likewise, until you fund a trust with assets, it’s nothing more than legal...
by Deliberato Law Center | May 23, 2022 | Elder Law, Estate Planning Education, Probate, Uncategorized
What do Jimi Hendrix, Bob Marley, Pablo Picasso, Steve McNair, Aretha Franklin, and Abraham Lincoln have in common? No, it’s not that they’re all dead (though, yes, they are). It’s not even that they’re all famous (however true, that would be too easy). It’s that they...
by Deliberato Law Center | Apr 6, 2022 | Estate Planning Education, Probate, Uncategorized
‘Tis the season to pay your taxes which means a lot of people are thinking about charity contributions. Giving to charity is not just a generous act in support of a worthy cause but an effective tax planning strategy. When you direct a portion of your assets toward...
by Deliberato Law Center | Dec 3, 2021 | Estate Planning Education, Probate, Uncategorized
Typically used to prevent a beneficiary from receiving his or her inheritance all at once is known as a spendthrift trust. A grantor, the person who creates the trust, may want to consider this approach for several reasons. The most apparent reason is that the grantor...
by Deliberato Law Center | Oct 8, 2021 | Estate Planning Education, Probate, Uncategorized
A lot of uncertainty surrounds what happens when we die and yet this need not apply to your assets. Executing a robust estate plan leaves you certain of where your assets will end up when you pass. True peace of mind in this regard requires not only having an estate...
by Deliberato Law Center | Sep 30, 2021 | Estate Planning Education, Probate, Uncategorized
An ‘I Love You Will’ is a last will and testament in which the testator—the person who makes the will—leaves everything to his or her spouse. If you have thought about making a will in the past, you likely considered this approach. Perhaps you have already created...
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