by Karen Stewart | Jun 23, 2017 | Estate Planning
Excerpts from article in the Detroit Free Press on January 23, 2014 by Susan Tompor The funny thing about giving U.S. savings bonds as a gift for a child’s birthday or other big event is that it doesn’t hurt to nudge the child who turned into a grown-up and ask, hey,...
by Karen Stewart | Jun 9, 2017 | Estate Planning
To achieve full benefit from a living trust, it is important that appropriate action be taken to transfer assets into trustee ownership. This process is often referred to as “funding” the trust. Any asset that is transferred to your trust while you are living does...