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Strategies & Market Trends
Estate Planning

An SI Board Since January 2005

Posts	SubjectMarks	Bans
79	29	0

Emcee: Cisco	Type: Unmoderated

Introduction Compact

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Reply	Message Preview	From	Recs	Posted
29	I see that on Monday I will be spending some time researching more than just a c	Cisco	-	1/16/2005
28	You would be surprised by some of the things I have heard over the years. There	Cisco	-	1/16/2005
27	Good topic! Word of mouth is good tool to prepare questions! I attended a fr	richardred	-	1/16/2005
26	You should confirm that state law allows an unrelated CPA to serve as trustee.	redfish	-	1/16/2005
25	<i>>>However, a trustee must be appointed when the trust is set up.	SI Dave	-	1/15/2005
24	I have a few problems with what you have written. A Durable Power of Attorney f	Cisco	-	1/15/2005
23	wsba.org mobar.org Note this: <i>Is a Revocable Living Trust an Adequate S	Lazarus_Long	-	1/15/2005
22	AND, if it's an annuity trust, you get to live with tax preparers and accoun	Lazarus_Long	-	1/15/2005
21	Speaking of estate planning, have you looked at this profile: Member 7975155	Cisco	-	1/15/2005
20	Hunt, peck, and heavy use of the Backspace key.	SI Dave	-	1/15/2005
19	Yeah...but then your heirs have no one to sue when you screw up....<g>	jlallen	-	1/15/2005
18	<i>>>Agreed, the price of an attorney to begin with.</i> Abso	SI Dave	-	1/15/2005
17	I just want to make clear other readers understand the difference. You are givi	Cisco	-	1/15/2005
16	>><i>The right to revoke comes at a price.</i><< Agreed	Cisco	-	1/15/2005
15	Yeah, I see I missed that qualifier. Since my experience deals mostly with irrev	SI Dave	-	1/15/2005
14	Dave, I am setting up a <b>revocable living trust</b> for avoiding p	Cisco	-	1/15/2005
13	True that. The right to revoke comes at a price.	SI Dave	-	1/15/2005
12	That is the case with respect to an irrevocable trust. It is a more complex ani	redfish	-	1/15/2005
11	If the amount of money is substantial enough to justify the costs I suggest goin	SI Dave	-	1/15/2005
10	Suze is right, if the power was not created as required by the state statute, it	redfish	-	1/15/2005
9	<U> Ignored Message</U>	10K a day	-	1/15/2005
8	Speaking of insurance. This brings another question to mind. I debated whether	Cisco	-	1/15/2005
7	That was the conclusion I reached. Seems to me that the only time one would con	Cisco	-	1/15/2005
6	A springing power of attorney is totally useless and should be avoided. Before	redfish	-	1/15/2005
5	A friend just had a fire in their trailer and it's a total loss (in this are	SI Bob	-	1/15/2005

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