Posts Categorized: Estate Planning

This article is a continuation of a series of “how tos” for funding various types of assets. The scope of this article will review how to fund publicly traded stocks, bonds and investment accounts to a client’s revocable living trust. Stock If your client has a stock certificate, the stock can be transferred to the… Read More »

We have been taught as attorneys to prepare and execute well-designed and effective estate planning documents for clients. But once the ink has dried, does the client have an estate plan that works for them? I respectfully submit that they do not. An estate plan does not properly work for the client until the client’s… Read More »