Most financial accounts can be changed to the trust’s ownership simply by filing a form required by the financial services firm. Many firms will want a copy of the certificate of trust or the ...

That is, the trust as drafted did not reflect your father’s intentions.” Obtain a copy of the trust, so your attorney can ...

Editor’s note: This is part three of an ongoing series about using trusts and LLCs in estate planning, asset protection and tax planning. The effectiveness of these powerful tools — especially ...