Common
Questions
(1) Completing a Living Trust & Pricing
(2) Titling Assets in Your Trust
(3) Changes In Marital Status
(4) Amendments, Reviews, & Changes
(5) Why & When To Review & Update
A Trust
(6) Why You May No Longer Need
or Want An AB or ABC Trust
(7) Important Issues When Someone
Dies or is Dying
(8) Real Estate Issues
(9) Medical Directives
(10) Granting / Obtaining Signature
Power
(11) Trust Copies & Originals
(12) Incapacity Issues
(13) Confidentiality Issues & Policies
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Important Issues When Someone Dies or is Dying
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Sample
Letter Outlining the Legalities and Formalities Required at the Death of
a Trust Settler: Whenever anyone dies it is very
important that legal and tax guidance be sought shortly afterwards.
This is a sample letter that we send out to successor trustees
outlining the importance of obtaining legal and professional guidance
when someone passes away with a living trust. It details the vital
importance that certain formalities, paperwork, and tasks be completed
so that all legalities are met and to insure that maximum tax advantage
is enjoyed by all. Failure to take care of these formalities may
result in legal liabilities, loss of certain tax advantages, and
impose difficulties in the proper and smooth administration of
the trust.
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