Estate Planning Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Estate Planning

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: SI Dave who wrote (2)	1/15/2005 12:26:54 AM
From: Cisco	of 79

I noticed that Nolo Press is still marketing the product as new. (Edition 5.0.2, March 2003) nolo.com So if I understand you right, this product will allow me to catalog important information to a CD for my survivors. If so, I might be interested in it. Currently, I have purchased a fire proof hanging file. I am in the process of placing everything my executor and successor trustee would need in this file so they can just pick it up and take it with them when I am gone. It would be nice to add a catalog CD to that file. I plan to keep a copy of my trust and will in that file with the originals in a safety deposit box. I also plan to file a TOD (transfer when dead) for the box with the bank. It will transfer it directly to my trust. If I am alive my attorney-in-fact will have access to the box. If I am incapacitated then my successor trustee will also have access to the box. If I am dead, then only my successor trustee will have access. BTW, my attorney-in-fact and successor trustee will be the same person. Well, this was the best I could come up with for safe guarding the will and trust while still having the information readily available to others.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next