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Politics : American Presidential Politics and foreign affairs
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To: longnshort who wrote (9310)6/12/2006 2:31:13 PM
From: Jim S  Read Replies (1) of 71588
 
Good move! If you are the Subsequent Trustee, transferring assets will be a simple matter. Not to tell you your business, but it might be a good idea to make sure trust assets are meticulously listed for the pour-over will. When my dad died, the non-trust assets were my biggest headache. Also, if you are not the only beneficiary, it might be a good idea to make sure the others know how you intend to handle the estate before the death occurs. It's amazing how some people act when a death occurs and assets are distributed.
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